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CMCRX vs VMCIX
CMCRX vs VMCIX Comparison
Open Charts CMCRX vs VMCIX
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 Institutional
Price$79.17
Change-$0.11 (-0.14%)
VolumeN/A
Net Assets199.16B
CMCRX vs VMCIX Comparison Chart in %
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CMCRX vs. VMCIX 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 VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 199B vs. CMCRX (447M). VMCIX pays higher dividends than CMCRX: VMCIX (1.47) vs CMCRX (1.12). CMCRX was incepted earlier than VMCIX: CMCRX (4 years) vs VMCIX (27 years). CMCRX (0.38) is less costly to investors than VMCIX (0.04). CMCRX is a more actively managed with annual turnover of: 28.00 vs. VMCIX (16.00). CMCRX (5000000) and VMCIX (5000000) have matching initial minimum investment requirements. VMCIX annual gain was more profitable for investors over the last year : 15.21 vs. CMCRX (11.83). CMCRX return over 5 years is better than : 267.88 vs. VMCIX (65.29).
| CMCRX | VMCIX | CMCRX / VMCIX | |
| Total Expense Ratio | 0.20 | 0.04 | 500% |
| Annual Report Gross Expense Ratio | 0.38 | 0.04 | 950% |
| Fund Existence | 4 years | 27 years | - |
| Gain YTD | 7.324 | 9.860 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 447M | 199B | 0% |
| Annual Yield % from dividends | 1.12 | 1.47 | 76% |
| Returns for 1 year | 11.83 | 15.21 | 78% |
| Returns for 3 years | 41.03 | 41.28 | 99% |
| Returns for 5 years | 267.88 | 65.29 | 410% |
| Returns for 10 years | 410.03 | 141.47 | 290% |
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