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CALRX vs VSCIX
CALRX vs VSCIX Comparison
Open Charts CALRX vs VSCIX
Vanguard Small Cap Index I
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
CALRX vs VSCIX Comparison Chart
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CALRX vs. VSCIX commentary
Jun 16, 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 VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. CALRX (2.5B). VSCIX pays higher dividends than CALRX: VSCIX (1.49) 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 : 5.22 vs. CALRX (3.98). VSCIX return over 5 years is better than : 63.40 vs. CALRX (46.39).
| 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 | -4.490 | -4.355 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.5B | 148B | 2% |
| Annual Yield % from dividends | 0.32 | 1.49 | 22% |
| Returns for 1 year | 3.98 | 5.22 | 76% |
| Returns for 3 years | 24.69 | 31.38 | 79% |
| Returns for 5 years | 46.39 | 63.40 | 73% |
| Returns for 10 years | N/A | 93.42 | - |
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