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CALRX vs VSCPX
CALRX vs VSCPX Comparison
Open Charts CALRX vs VSCPX
Vanguard Small Cap Index InstlPlus
Price$317.59
Change-$5.19 (-1.61%)
VolumeN/A
Net Assets147.56B
CALRX vs VSCPX Comparison Chart
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CALRX vs. VSCPX 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 VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. CALRX (2.5B). VSCPX pays higher dividends than CALRX: VSCPX (1.50) vs CALRX (0.32). CALRX was incepted earlier than VSCPX: CALRX (6 years) vs VSCPX (15 years). CALRX (0.86) is less costly to investors than VSCPX (0.03). CALRX is a more actively managed with annual turnover of: 32.00 vs. VSCPX (13.00). CALRX has a lower initial minimum investment than VSCPX: CALRX (5000000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 5.23 vs. CALRX (3.98). VSCPX return over 5 years is better than : 63.41 vs. CALRX (46.39).
| CALRX | VSCPX | CALRX / VSCPX | |
| Total Expense Ratio | 0.86 | 0.03 | 2,867% |
| Annual Report Gross Expense Ratio | 0.86 | 0.03 | 2,867% |
| Fund Existence | 6 years | 15 years | - |
| Gain YTD | -4.490 | -4.355 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.5B | 148B | 2% |
| Annual Yield % from dividends | 0.32 | 1.50 | 22% |
| Returns for 1 year | 3.98 | 5.23 | 76% |
| Returns for 3 years | 24.69 | 31.39 | 79% |
| Returns for 5 years | 46.39 | 63.41 | 73% |
| Returns for 10 years | N/A | 93.45 | - |
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