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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$42.03
Change-$0.81 (-1.89%)
VolumeN/A
Net Assets479.19M
Vanguard Mid Cap Index InstitutionalPlus
Price$364.96
Change-$7.05 (-1.90%)
VolumeN/A
Net Assets184.83B
CMCRX vs VMCPX Comparison Chart
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CMCRX vs. VMCPX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. CMCRX (479M). 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). VMCPX annual gain was more profitable for investors over the last year : 14.06 vs. CMCRX (11.07). CMCRX return over 5 years is better than : 223.31 vs. VMCPX (48.48).
| 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 | 1.253 | 2.485 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 479M | 185B | 0% |
| Annual Yield % from dividends | 1.04 | 1.51 | 69% |
| Returns for 1 year | 11.07 | 14.06 | 79% |
| Returns for 3 years | 19.39 | 19.70 | 98% |
| Returns for 5 years | 223.31 | 48.48 | 461% |
| Returns for 10 years | 333.75 | 114.38 | 292% |
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