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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$41.51
Change-$1.49 (-3.47%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Instl Sel
Price$232.88
Change-$10.72 (-4.40%)
VolumeN/A
CapitalizationN/A
CMCRX vs VSEMX Comparison Chart
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CMCRX vs. VSEMX 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 VSEMX is a Hold.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 120B vs. CMCRX (495M). VSEMX pays higher dividends than CMCRX: VSEMX (1.23) vs CMCRX (1.04). CMCRX was incepted earlier than VSEMX: CMCRX (3 years) vs VSEMX (8 years). CMCRX is a more actively managed with annual turnover of: 25.00 vs. VSEMX (11.00). CMCRX has a lower initial minimum investment than VSEMX: CMCRX (5000000) vs VSEMX (3000000000). VSEMX annual gain was more profitable for investors over the last year : 23.68 vs. CMCRX (19.19). CMCRX return over 5 years is better than : 236.52 vs. VSEMX (61.10).
| CMCRX | VSEMX | CMCRX / VSEMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 3 years | 8 years | - |
| Gain YTD | 17.653 | 21.845 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 495M | 120B | 0% |
| Annual Yield % from dividends | 1.04 | 1.23 | 84% |
| Returns for 1 year | 19.19 | 23.68 | 81% |
| Returns for 3 years | N/A | 12.86 | - |
| Returns for 5 years | 236.52 | 61.10 | 387% |
| Returns for 10 years | 351.20 | N/A | - |
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