CALRX
Price
$35.25
Change
+$0.20 (+0.57%)
Updated
Oct 17 closing price
Net Assets
2.37B
FSSNX
Price
$30.79
Change
-$0.18 (-0.58%)
Updated
Oct 17 closing price
Net Assets
28.42B
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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$35.25
Change+$0.20 (+0.57%)
VolumeN/A
Net Assets2.37B
Fidelity Small Cap Index
Price$30.79
Change-$0.18 (-0.58%)
VolumeN/A
Net Assets28.42B
CALRX vs FSSNX Comparison Chart in %
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CALRX vs. FSSNX commentary
Oct 18, 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: 28.4B vs. CALRX (2.37B). FSSNX pays higher dividends than CALRX: FSSNX (0.82) vs CALRX (0.32). 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 : 9.81 vs. CALRX (-6.67). FSSNX return over 5 years is better than : 57.82 vs. CALRX (28.39).
CALRXFSSNXCALRX / FSSNX
Total Expense Ratio0.860.033,440%
Annual Report Gross Expense Ratio0.860.033,440%
Fund Existence7 years14 years-
Gain YTD-4.65211.886-39%
Front LoadN/AN/A-
Min. Initial Investment50000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.37B28.4B8%
Annual Yield % from dividends0.320.8240%
Returns for 1 year-6.679.81-68%
Returns for 3 years20.8047.3644%
Returns for 5 years28.3957.8249%
Returns for 10 yearsN/A109.00-
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