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CMCRX vs VIMSX
CMCRX vs VIMSX Comparison
Open Charts CMCRX vs VIMSX
Calvert US Mid Cap Core Rspnb Idx R6
Price$44.55
Change+$0.47 (+1.07%)
VolumeN/A
Net Assets447.22M
Vanguard Mid Cap Index Investor
Price$79.00
Change-$0.11 (-0.14%)
VolumeN/A
Net Assets199.16B
CMCRX vs VIMSX Comparison Chart in %
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CMCRX vs. VIMSX commentary
Sep 06, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CMCRX is a Buy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. CMCRX (447M). VIMSX pays higher dividends than CMCRX: VIMSX (1.35) vs CMCRX (1.12). CMCRX was incepted earlier than VIMSX: CMCRX (4 years) vs VIMSX (27 years). CMCRX (0.38) is less costly to investors than VIMSX (0.17). CMCRX is a more actively managed with annual turnover of: 28.00 vs. VIMSX (16.00). VIMSX has a lower initial minimum investment than CMCRX: VIMSX (3000) vs CMCRX (5000000). VIMSX annual gain was more profitable for investors over the last year : 15.18 vs. CMCRX (11.83). CMCRX return over 5 years is better than : 267.88 vs. VIMSX (65.15).
| CMCRX | VIMSX | CMCRX / VIMSX | |
| Total Expense Ratio | 0.20 | 0.17 | 118% |
| Annual Report Gross Expense Ratio | 0.38 | 0.17 | 224% |
| Fund Existence | 4 years | 27 years | - |
| Gain YTD | 7.324 | 9.832 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 447M | 199B | 0% |
| Annual Yield % from dividends | 1.12 | 1.35 | 83% |
| Returns for 1 year | 11.83 | 15.18 | 78% |
| Returns for 3 years | 41.03 | 41.20 | 100% |
| Returns for 5 years | 267.88 | 65.15 | 411% |
| Returns for 10 years | 410.03 | 141.27 | 290% |
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