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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$40.98
Change-$1.02 (-2.43%)
VolumeN/A
Net Assets428.1M
Vanguard Mid Cap Index InstitutionalPlus
Price$361.18
Change-$7.64 (-2.07%)
VolumeN/A
Net Assets175.12B
CMCRX vs VMCPX Comparison Chart
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CMCRX vs. VMCPX commentary
May 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. CMCRX (428M). VMCPX pays higher dividends than CMCRX: VMCPX (1.62) vs CMCRX (1.27). 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 (16.00). 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 : 10.21 vs. CMCRX (7.08). CMCRX return over 5 years is better than : 286.74 vs. VMCPX (78.50).
| 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 | 1.180 | 3.635 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 428M | 175B | 0% |
| Annual Yield % from dividends | 1.27 | 1.62 | 78% |
| Returns for 1 year | 7.08 | 10.21 | 69% |
| Returns for 3 years | 33.32 | 32.52 | 102% |
| Returns for 5 years | 286.74 | 78.50 | 365% |
| Returns for 10 years | 331.29 | 113.01 | 293% |
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