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CALRX vs VRTIX
CALRX vs VRTIX Comparison
Open Charts CALRX vs VRTIX
Vanguard Russell 2000 Index I
Price$386.38
Change+$7.25 (+1.91%)
VolumeN/A
Net Assets13.89B
CALRX vs VRTIX Comparison Chart in %
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CALRX vs. VRTIX commentary
Dec 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. CALRX (2.1B). VRTIX pays higher dividends than CALRX: VRTIX (1.17) vs CALRX (0.33). 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 : 4.36 vs. CALRX (-11.93). VRTIX return over 5 years is better than : 35.02 vs. CALRX (14.93).
| 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 | -4.679 | 13.234 | -35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 13.9B | 15% |
| Annual Yield % from dividends | 0.33 | 1.17 | 28% |
| Returns for 1 year | -11.93 | 4.36 | -273% |
| Returns for 3 years | 10.53 | 34.36 | 31% |
| Returns for 5 years | 14.93 | 35.02 | 43% |
| Returns for 10 years | N/A | 121.88 | - |
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