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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$42.74
Change+$0.17 (+0.40%)
VolumeN/A
Net Assets454.25M
Vanguard Mid Cap Index InstitutionalPlus
Price$369.40
Change+$1.85 (+0.50%)
VolumeN/A
Net Assets176.87B
CMCRX vs VMCPX Comparison Chart
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CMCRX vs. VMCPX commentary
Jan 19, 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: 177B vs. CMCRX (454M). 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 : 20.83 vs. CMCRX (18.95). CMCRX return over 5 years is better than : 223.79 vs. VMCPX (50.74).
| 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 | 2.963 | 3.732 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 454M | 177B | 0% |
| Annual Yield % from dividends | 1.04 | 1.51 | 69% |
| Returns for 1 year | 18.95 | 20.83 | 91% |
| Returns for 3 years | N/A | 15.31 | - |
| Returns for 5 years | 223.79 | 50.74 | 441% |
| Returns for 10 years | 365.50 | 130.53 | 280% |
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