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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$41.34
Change-$0.63 (-1.50%)
VolumeN/A
Net Assets444.59M
Vanguard Mid Cap Index InstitutionalPlus
Price$365.78
Change-$4.27 (-1.15%)
VolumeN/A
Net Assets185.28B
CMCRX vs VMCPX Comparison Chart
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CMCRX vs. VMCPX commentary
Jun 14, 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: 185B vs. CMCRX (445M). VMCPX pays higher dividends than CMCRX: VMCPX (1.54) vs CMCRX (1.20). 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 : 12.91 vs. CMCRX (8.12). CMCRX return over 5 years is better than : 261.68 vs. VMCPX (71.70).
| 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 | -0.410 | 3.981 | -10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 445M | 185B | 0% |
| Annual Yield % from dividends | 1.20 | 1.54 | 78% |
| Returns for 1 year | 8.12 | 12.91 | 63% |
| Returns for 3 years | 38.00 | 40.78 | 93% |
| Returns for 5 years | 261.68 | 71.70 | 365% |
| Returns for 10 years | 330.29 | 116.76 | 283% |
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