CALRX
Price
$37.12
Change
+$0.26 (+0.71%)
Updated
Jul 3 closing price
Net Assets
2.51B
NAESX
Price
$116.62
Change
+$0.82 (+0.71%)
Updated
Jul 3 closing price
Net Assets
147.56B
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CALRX vs NAESX

Header iconCALRX vs NAESX Comparison
Open Charts CALRX vs NAESXBanner chart's image
Calvert Small-Cap R6
Price$37.12
Change+$0.26 (+0.71%)
VolumeN/A
Net Assets2.51B
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
CALRX vs NAESX Comparison Chart in %
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CALRX vs. NAESX 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 NAESX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. CALRX (2.51B). NAESX pays higher dividends than CALRX: NAESX (1.28) vs CALRX (0.32). CALRX was incepted earlier than NAESX: CALRX (6 years) vs NAESX (65 years). CALRX (0.86) is less costly to investors than NAESX (0.17). CALRX is a more actively managed with annual turnover of: 32.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than CALRX: NAESX (3000) vs CALRX (5000000). NAESX annual gain was more profitable for investors over the last year : 12.22 vs. CALRX (9.76). NAESX return over 5 years is better than : 69.32 vs. CALRX (50.03).
CALRXNAESXCALRX / NAESX
Total Expense Ratio0.860.17506%
Annual Report Gross Expense Ratio0.860.17506%
Fund Existence6 years65 years-
Gain YTD0.4061.43228%
Front LoadN/AN/A-
Min. Initial Investment50000003000166,667%
Min. Initial Investment IRAN/AN/A-
Net Assets2.51B148B2%
Annual Yield % from dividends0.321.2825%
Returns for 1 year9.7612.2280%
Returns for 3 years25.6737.8368%
Returns for 5 years50.0369.3272%
Returns for 10 yearsN/A108.83-
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