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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$42.74
Change+$0.17 (+0.40%)
VolumeN/A
Net Assets454.25M
Vanguard Extended Market Index Instl Sel
Price$240.81
Change+$1.61 (+0.67%)
VolumeN/A
Net Assets111.13B
CMCRX vs VSEMX Comparison Chart
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CMCRX vs. VSEMX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 111B vs. CMCRX (454M). VSEMX pays higher dividends than CMCRX: VSEMX (1.23) vs CMCRX (1.04). CMCRX was incepted earlier than VSEMX: CMCRX (3 years) vs VSEMX (9 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 : 24.97 vs. CMCRX (18.95). CMCRX return over 5 years is better than : 223.79 vs. VSEMX (54.76).
| CMCRX | VSEMX | CMCRX / VSEMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 3 years | 9 years | - |
| Gain YTD | 2.963 | 3.990 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 454M | 111B | 0% |
| Annual Yield % from dividends | 1.04 | 1.23 | 84% |
| Returns for 1 year | 18.95 | 24.97 | 76% |
| Returns for 3 years | N/A | 18.32 | - |
| Returns for 5 years | 223.79 | 54.76 | 409% |
| Returns for 10 years | 365.50 | N/A | - |
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