CALRX
Price
$36.61
Change
+$0.28 (+0.77%)
Updated
Jul 25 closing price
Net Assets
2.51B
NAESX
Price
$118.17
Change
+$0.72 (+0.61%)
Updated
Jul 25 closing price
Net Assets
153.28B
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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$36.61
Change+$0.28 (+0.77%)
VolumeN/A
Net Assets2.51B
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
CALRX vs NAESX Comparison Chart in %
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CALRX vs. NAESX commentary
Jul 27, 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: 153B 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 : 8.46 vs. CALRX (1.99). NAESX return over 5 years is better than : 66.66 vs. CALRX (42.73).
CALRXNAESXCALRX / NAESX
Total Expense Ratio0.860.17506%
Annual Report Gross Expense Ratio0.860.17506%
Fund Existence6 years65 years-
Gain YTD-0.9742.781-35%
Front LoadN/AN/A-
Min. Initial Investment50000003000166,667%
Min. Initial Investment IRAN/AN/A-
Net Assets2.51B153B2%
Annual Yield % from dividends0.321.2825%
Returns for 1 year1.998.4624%
Returns for 3 years19.6534.1558%
Returns for 5 years42.7366.6664%
Returns for 10 yearsN/A114.71-
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