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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$38.04
Change+$0.46 (+1.22%)
VolumeN/A
Net Assets444.34M
Vanguard Mid Cap Index InstitutionalPlus
Price$336.50
Change+$3.76 (+1.13%)
VolumeN/A
Net Assets175.23B
CMCRX vs VMCPX Comparison Chart
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CMCRX vs. VMCPX commentary
Apr 24, 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 VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. CMCRX (444M). VMCPX pays higher dividends than CMCRX: VMCPX (1.61) vs CMCRX (1.25). CMCRX was incepted earlier than VMCPX: CMCRX (3 years) vs VMCPX (14 years). CMCRX (0.38) is less costly to investors than VMCPX (0.03). CMCRX is a more actively managed with annual turnover of: 28.00 vs. VMCPX (13.00). CMCRX has a lower initial minimum investment than VMCPX: CMCRX (5000000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 3.36 vs. CMCRX (-0.82). CMCRX return over 5 years is better than : 263.79 vs. VMCPX (71.15).
| CMCRX | VMCPX | CMCRX / VMCPX | |
| Total Expense Ratio | 0.20 | 0.03 | 667% |
| Annual Report Gross Expense Ratio | 0.38 | 0.03 | 1,267% |
| Fund Existence | 3 years | 14 years | - |
| Gain YTD | -9.468 | -6.503 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 444M | 175B | 0% |
| Annual Yield % from dividends | 1.25 | 1.61 | 78% |
| Returns for 1 year | -0.82 | 3.36 | -24% |
| Returns for 3 years | 9.20 | 9.48 | 97% |
| Returns for 5 years | 263.79 | 71.15 | 371% |
| Returns for 10 years | 291.15 | 92.88 | 313% |