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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$44.20
Change+$0.31 (+0.71%)
VolumeN/A
Net Assets457.23M
Vanguard Mid Cap Index InstitutionalPlus
Price$390.87
Change+$2.97 (+0.77%)
VolumeN/A
Net Assets192.45B
CMCRX vs VMCPX Comparison Chart in %
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CMCRX vs. VMCPX commentary
Jul 26, 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 Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 192B vs. CMCRX (457M). VMCPX pays higher dividends than CMCRX: VMCPX (1.54) vs CMCRX (1.17). CMCRX was incepted earlier than VMCPX: CMCRX (3 years) vs VMCPX (15 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 : 17.02 vs. CMCRX (11.89). CMCRX return over 5 years is better than : 273.53 vs. VMCPX (69.63).
| 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 | 15 years | - |
| Gain YTD | 5.734 | 8.996 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 457M | 192B | 0% |
| Annual Yield % from dividends | 1.17 | 1.54 | 76% |
| Returns for 1 year | 11.89 | 17.02 | 70% |
| Returns for 3 years | 38.94 | 41.05 | 95% |
| Returns for 5 years | 273.53 | 69.63 | 393% |
| Returns for 10 years | 372.37 | 130.93 | 284% |
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