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CMCRX vs VSEMX
CMCRX vs VSEMX Comparison
Open Charts CMCRX vs VSEMX
Calvert US Mid Cap Core Rspnb Idx R6
Price$38.04
Change+$0.46 (+1.22%)
VolumeN/A
Net Assets444.34M
Vanguard Extended Market Index Instl Sel
Price$201.87
Change+$3.67 (+1.85%)
VolumeN/A
Net Assets101.44B
CMCRX vs VSEMX Comparison Chart
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CMCRX vs. VSEMX commentary
Apr 24, 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 VSEMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 101B vs. CMCRX (444M). VSEMX pays higher dividends than CMCRX: VSEMX (1.32) vs CMCRX (1.25). CMCRX was incepted earlier than VSEMX: CMCRX (3 years) vs VSEMX (9 years). CMCRX (0.38) is less costly to investors than VSEMX (0.02). CMCRX is a more actively managed with annual turnover of: 28.00 vs. VSEMX (11.00). CMCRX has a lower initial minimum investment than VSEMX: CMCRX (5000000) vs VSEMX (3000000000). CMCRX annual gain was more profitable for investors over the last year : -0.82 vs. VSEMX (-2.00). CMCRX return over 5 years is better than : 263.79 vs. VSEMX (66.59).
| CMCRX | VSEMX | CMCRX / VSEMX | |
| Total Expense Ratio | 0.20 | 0.02 | 1,000% |
| Annual Report Gross Expense Ratio | 0.38 | 0.02 | 1,900% |
| Fund Existence | 3 years | 9 years | - |
| Gain YTD | -9.468 | -14.336 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 444M | 101B | 0% |
| Annual Yield % from dividends | 1.25 | 1.32 | 95% |
| Returns for 1 year | -0.82 | -2.00 | 41% |
| Returns for 3 years | 9.20 | 6.66 | 138% |
| Returns for 5 years | 263.79 | 66.59 | 396% |
| Returns for 10 years | 291.15 | N/A | - |
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