Interact to see
Advertisement
Advertisement
CALRX vs VRTIX
CALRX vs VRTIX Comparison
Open Charts CALRX vs VRTIX
Vanguard Russell 2000 Index I
Price$376.58
Change-$2.27 (-0.60%)
VolumeN/A
Net Assets13.58B
CALRX vs VRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CALRX vs. VRTIX commentary
Oct 19, 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 VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. CALRX (2.37B). VRTIX pays higher dividends than CALRX: VRTIX (1.20) vs CALRX (0.32). CALRX was incepted earlier than VRTIX: CALRX (7 years) vs VRTIX (15 years). CALRX (0.86) is less costly to investors than VRTIX (0.07). CALRX is a more actively managed with annual turnover of: 32.00 vs. VRTIX (12.00). CALRX (5000000) and VRTIX (5000000) have matching initial minimum investment requirements. VRTIX annual gain was more profitable for investors over the last year : 7.92 vs. CALRX (-6.67). VRTIX return over 5 years is better than : 52.70 vs. CALRX (28.39).
| CALRX | VRTIX | CALRX / VRTIX | |
| Total Expense Ratio | 0.86 | 0.07 | 1,229% |
| Annual Report Gross Expense Ratio | 0.86 | 0.07 | 1,229% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | -4.652 | 10.362 | -45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.37B | 13.6B | 17% |
| Annual Yield % from dividends | 0.32 | 1.20 | 27% |
| Returns for 1 year | -6.67 | 7.92 | -84% |
| Returns for 3 years | 20.80 | 41.48 | 50% |
| Returns for 5 years | 28.39 | 52.70 | 54% |
| Returns for 10 years | N/A | 120.39 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ITHTX | 58.89 | 0.24 | +0.41% |
| Hartford Capital Appreciation R5 | |||
| ATECX | 110.11 | 0.02 | +0.02% |
| AB Sustainable Global Thematic C | |||
| ALGAX | 22.42 | N/A | N/A |
| Alger International Opportunities A | |||
| MSDQX | 15.67 | N/A | N/A |
| Morgan Stanley Emerging Mkt ex China A | |||
| MSGSX | 16.64 | -0.04 | -0.24% |
| MassMutual Small Cap Gr Eq R5 | |||