CALRX
Price
$36.61
Change
+$0.28 (+0.77%)
Updated
Jul 25 closing price
Net Assets
2.51B
FSSNX
Price
$28.29
Change
+$0.11 (+0.39%)
Updated
Jul 25 closing price
Net Assets
25.56B
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CALRX vs FSSNX

Header iconCALRX vs FSSNX Comparison
Open Charts CALRX vs FSSNXBanner chart's image
Calvert Small-Cap R6
Price$36.61
Change+$0.28 (+0.77%)
VolumeN/A
Net Assets2.51B
Fidelity Small Cap Index
Price$28.29
Change+$0.11 (+0.39%)
VolumeN/A
Net Assets25.56B
CALRX vs FSSNX Comparison Chart in %
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CALRX vs. FSSNX commentary
Jul 27, 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 CALRX is a Buy and FSSNX is a Buy.

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FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 25.6B vs. CALRX (2.51B). FSSNX pays higher dividends than CALRX: FSSNX (0.92) vs CALRX (0.32). CALRX was incepted earlier than FSSNX: CALRX (6 years) vs FSSNX (14 years). CALRX (0.86) is less costly to investors than FSSNX (0.03). CALRX is a more actively managed with annual turnover of: 32.00 vs. FSSNX (14.00). FSSNX has a lower initial minimum investment than CALRX: FSSNX (0) vs CALRX (5000000). FSSNX annual gain was more profitable for investors over the last year : 3.28 vs. CALRX (1.99). FSSNX return over 5 years is better than : 60.96 vs. CALRX (42.73).
CALRXFSSNXCALRX / FSSNX
Total Expense Ratio0.860.033,440%
Annual Report Gross Expense Ratio0.860.033,440%
Fund Existence6 years14 years-
Gain YTD-0.9742.204-44%
Front LoadN/AN/A-
Min. Initial Investment50000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.51B25.6B10%
Annual Yield % from dividends0.320.9235%
Returns for 1 year1.993.2861%
Returns for 3 years19.6531.4263%
Returns for 5 years42.7360.9670%
Returns for 10 yearsN/A82.15-
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