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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$42.03
Change-$0.81 (-1.89%)
VolumeN/A
Net Assets479.19M
Vanguard Extended Market Index Instl Sel
Price$232.37
Change-$7.34 (-3.06%)
VolumeN/A
Net Assets116.7B
CMCRX vs VSEMX Comparison Chart
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CMCRX vs. VSEMX commentary
Feb 23, 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: 117B vs. CMCRX (479M). 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 : 14.34 vs. CMCRX (11.07). CMCRX return over 5 years is better than : 223.31 vs. VSEMX (47.52).
| 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 | 1.253 | 0.345 | 363% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 479M | 117B | 0% |
| Annual Yield % from dividends | 1.04 | 1.23 | 84% |
| Returns for 1 year | 11.07 | 14.34 | 77% |
| Returns for 3 years | 19.39 | 21.22 | 91% |
| Returns for 5 years | 223.31 | 47.52 | 470% |
| Returns for 10 years | 333.75 | N/A | - |
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