CALRX
Price
$37.12
Change
+$0.26 (+0.71%)
Updated
Jul 3 closing price
Net Assets
2.51B
FSSNX
Price
$28.13
Change
+$0.28 (+1.01%)
Updated
Jul 3 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$37.12
Change+$0.26 (+0.71%)
VolumeN/A
Net Assets2.51B
Fidelity Small Cap Index
Price$28.13
Change+$0.28 (+1.01%)
VolumeN/A
Net Assets25.56B
CALRX vs FSSNX Comparison Chart in %
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CALRX vs. FSSNX commentary
Jul 07, 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 (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 : 12.15 vs. CALRX (9.76). FSSNX return over 5 years is better than : 64.11 vs. CALRX (50.03).
CALRXFSSNXCALRX / FSSNX
Total Expense Ratio0.860.033,440%
Annual Report Gross Expense Ratio0.860.033,440%
Fund Existence6 years14 years-
Gain YTD0.4061.62625%
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 year9.7612.1580%
Returns for 3 years25.6736.6770%
Returns for 5 years50.0364.1178%
Returns for 10 yearsN/A77.87-
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