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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$40.35
Change+$0.49 (+1.23%)
VolumeN/A
Net Assets468.62M
Vanguard Extended Market Index Instl Sel
Price$214.96
Change+$3.65 (+1.73%)
VolumeN/A
Net Assets110.09B
CMCRX vs VSEMX Comparison Chart
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CMCRX vs. VSEMX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 110B vs. CMCRX (469M). 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 : 1.77 vs. VSEMX (1.48). CMCRX return over 5 years is better than : 342.89 vs. VSEMX (111.06).
| 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 | -3.975 | -8.670 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 469M | 110B | 0% |
| Annual Yield % from dividends | 1.25 | 1.32 | 95% |
| Returns for 1 year | 1.77 | 1.48 | 120% |
| Returns for 3 years | 9.58 | 4.60 | 208% |
| Returns for 5 years | 342.89 | 111.06 | 309% |
| Returns for 10 years | 321.82 | N/A | - |
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