CALRX
Price
$36.61
Change
+$0.28 (+0.77%)
Updated
Jul 25 closing price
Net Assets
2.51B
VSCIX
Price
$118.18
Change
+$0.72 (+0.61%)
Updated
Jul 25 closing price
Net Assets
153.28B
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CALRX vs VSCIX

Header iconCALRX vs VSCIX Comparison
Open Charts CALRX vs VSCIXBanner 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$118.18
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
CALRX vs VSCIX Comparison Chart in %
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CALRX vs. VSCIX 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 VSCIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 153B 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 : 8.49 vs. CALRX (1.99). VSCIX return over 5 years is better than : 66.87 vs. CALRX (42.73).
CALRXVSCIXCALRX / VSCIX
Total Expense Ratio0.860.042,150%
Annual Report Gross Expense Ratio0.860.042,150%
Fund Existence6 years28 years-
Gain YTD-0.9742.806-35%
Front LoadN/AN/A-
Min. Initial Investment50000005000000100%
Min. Initial Investment IRAN/AN/A-
Net Assets2.51B153B2%
Annual Yield % from dividends0.321.4123%
Returns for 1 year1.998.4923%
Returns for 3 years19.6534.2657%
Returns for 5 years42.7366.8764%
Returns for 10 yearsN/A115.25-
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