CALRX
Price
$36.31
Change
-$0.41 (-1.12%)
Updated
Aug 15 closing price
Net Assets
2.42B
FSSNX
Price
$28.64
Change
-$0.15 (-0.52%)
Updated
Aug 15 closing price
Net Assets
25.89B
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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$36.31
Change-$0.41 (-1.12%)
VolumeN/A
Net Assets2.42B
Fidelity Small Cap Index
Price$28.64
Change-$0.15 (-0.52%)
VolumeN/A
Net Assets25.89B
CALRX vs FSSNX Comparison Chart in %
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CALRX vs. FSSNX commentary
Aug 17, 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 StrongBuy and FSSNX is a Buy.

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FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 25.9B vs. CALRX (2.43B). FSSNX pays higher dividends than CALRX: FSSNX (0.90) vs CALRX (0.33). CALRX was incepted earlier than FSSNX: CALRX (7 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 : 8.73 vs. CALRX (1.87). FSSNX return over 5 years is better than : 51.48 vs. CALRX (34.23).
CALRXFSSNXCALRX / FSSNX
Total Expense Ratio0.860.033,440%
Annual Report Gross Expense Ratio0.860.033,440%
Fund Existence7 years14 years-
Gain YTD-1.7853.468-51%
Front LoadN/AN/A-
Min. Initial Investment50000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.43B25.9B9%
Annual Yield % from dividends0.330.9036%
Returns for 1 year1.878.7321%
Returns for 3 years10.3918.7555%
Returns for 5 years34.2351.4866%
Returns for 10 yearsN/A85.72-
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