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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$41.51
Change-$1.49 (-3.47%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$356.74
Change-$12.31 (-3.34%)
VolumeN/A
CapitalizationN/A
CMCRX vs VMCPX Comparison Chart
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CMCRX vs. VMCPX commentary
Dec 19, 2024
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 Hold and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 190B vs. CMCRX (495M). 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). CMCRX (19.19) and VMCPX (18.84) have marching annual gain over last year. CMCRX return over 5 years is better than : 236.52 vs. VMCPX (55.78).
| 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 | 17.653 | 17.838 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 495M | 190B | 0% |
| Annual Yield % from dividends | 1.04 | 1.51 | 69% |
| Returns for 1 year | 19.19 | 18.84 | 102% |
| Returns for 3 years | N/A | 11.38 | - |
| Returns for 5 years | 236.52 | 55.78 | 424% |
| Returns for 10 years | 351.20 | 125.64 | 280% |
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