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CALRX vs VSCIX
CALRX vs VSCIX Comparison
Open Charts CALRX vs VSCIX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
CALRX vs VSCIX Comparison Chart in %
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CALRX vs. VSCIX 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 VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. CALRX (2.51B). VSCIX pays higher dividends than CALRX: VSCIX (1.41) vs CALRX (0.32). CALRX was incepted earlier than VSCIX: CALRX (6 years) vs VSCIX (28 years). CALRX (0.86) is less costly to investors than VSCIX (0.04). CALRX is a more actively managed with annual turnover of: 32.00 vs. VSCIX (13.00). CALRX (5000000) and VSCIX (5000000) have matching initial minimum investment requirements. VSCIX annual gain was more profitable for investors over the last year : 12.26 vs. CALRX (9.76). VSCIX return over 5 years is better than : 69.54 vs. CALRX (50.03).
| CALRX | VSCIX | CALRX / VSCIX | |
| Total Expense Ratio | 0.86 | 0.04 | 2,150% |
| Annual Report Gross Expense Ratio | 0.86 | 0.04 | 2,150% |
| Fund Existence | 6 years | 28 years | - |
| Gain YTD | 0.406 | 1.448 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.51B | 148B | 2% |
| Annual Yield % from dividends | 0.32 | 1.41 | 23% |
| Returns for 1 year | 9.76 | 12.26 | 80% |
| Returns for 3 years | 25.67 | 37.94 | 68% |
| Returns for 5 years | 50.03 | 69.54 | 72% |
| Returns for 10 years | N/A | 109.37 | - |