CALRX
Price
$35.31
Change
-$0.64 (-1.78%)
Updated
Jun 13 closing price
Net Assets
2.5B
FSSNX
Price
$26.25
Change
-$0.48 (-1.80%)
Updated
Jun 13 closing price
Net Assets
24.88B
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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$35.31
Change-$0.64 (-1.78%)
VolumeN/A
Net Assets2.5B
Fidelity Small Cap Index
Price$26.25
Change-$0.48 (-1.80%)
VolumeN/A
Net Assets24.88B
CALRX vs FSSNX Comparison Chart
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CALRX vs. FSSNX commentary
Jun 16, 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 Hold and FSSNX is a Hold.

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FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 24.9B vs. CALRX (2.5B). FSSNX pays higher dividends than CALRX: FSSNX (1.10) 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 (9.00). 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 : 4.63 vs. CALRX (3.98). FSSNX return over 5 years is better than : 58.19 vs. CALRX (46.39).
CALRXFSSNXCALRX / FSSNX
Total Expense Ratio0.860.033,440%
Annual Report Gross Expense Ratio0.860.033,440%
Fund Existence6 years14 years-
Gain YTD-4.490-5.16687%
Front LoadN/AN/A-
Min. Initial Investment50000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.5B24.9B10%
Annual Yield % from dividends0.321.1029%
Returns for 1 year3.984.6386%
Returns for 3 years24.6929.1785%
Returns for 5 years46.3958.1980%
Returns for 10 yearsN/A63.25-
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