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CMCRX vs VMCPX
CMCRX vs VMCPX Comparison
Open Charts CMCRX vs VMCPX
Calvert US Mid Cap Core Rspnb Idx R6
Price$43.00
Change-$0.44 (-1.01%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$367.52
Change-$2.04 (-0.55%)
VolumeN/A
CapitalizationN/A
CMCRX vs VMCPX Comparison Chart
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CMCRX vs. VMCPX commentary
Nov 18, 2024
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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. CMCRX (458M). VMCPX pays higher dividends than CMCRX: VMCPX (1.51) vs CMCRX (1.04). CMCRX was incepted earlier than VMCPX: CMCRX (3 years) vs VMCPX (14 years). CMCRX is a more actively managed with annual turnover of: 25.00 vs. VMCPX (13.00). CMCRX has a lower initial minimum investment than VMCPX: CMCRX (5000000) vs VMCPX (100000000). CMCRX (28.50) and VMCPX (28.30) have marching annual gain over last year. CMCRX return over 5 years is better than : 242.40 vs. VMCPX (59.06).
| CMCRX | VMCPX | CMCRX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 3 years | 14 years | - |
| Gain YTD | 15.312 | 17.350 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 458M | 175B | 0% |
| Annual Yield % from dividends | 1.04 | 1.51 | 69% |
| Returns for 1 year | 28.50 | 28.30 | 101% |
| Returns for 3 years | N/A | 5.05 | - |
| Returns for 5 years | 242.40 | 59.06 | 410% |
| Returns for 10 years | 351.56 | 128.12 | 274% |
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