CALRX
Price
$36.61
Change
+$0.28 (+0.77%)
Updated
Jul 25 closing price
Net Assets
2.51B
VSMAX
Price
$118.19
Change
+$0.72 (+0.61%)
Updated
Jul 25 closing price
Net Assets
153.28B
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CALRX vs VSMAX

Header iconCALRX vs VSMAX Comparison
Open Charts CALRX vs VSMAXBanner chart's image
Calvert Small-Cap R6
Price$36.61
Change+$0.28 (+0.77%)
VolumeN/A
Net Assets2.51B
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
CALRX vs VSMAX Comparison Chart in %
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VS
CALRX vs. VSMAX 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 VSMAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. CALRX (2.51B). VSMAX pays higher dividends than CALRX: VSMAX (1.40) vs CALRX (0.32). CALRX was incepted earlier than VSMAX: CALRX (6 years) vs VSMAX (25 years). CALRX (0.86) is less costly to investors than VSMAX (0.05). CALRX is a more actively managed with annual turnover of: 32.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than CALRX: VSMAX (3000) vs CALRX (5000000). VSMAX annual gain was more profitable for investors over the last year : 8.49 vs. CALRX (1.99). VSMAX return over 5 years is better than : 66.87 vs. CALRX (42.73).
CALRXVSMAXCALRX / VSMAX
Total Expense Ratio0.860.051,720%
Annual Report Gross Expense Ratio0.860.051,720%
Fund Existence6 years25 years-
Gain YTD-0.9742.804-35%
Front LoadN/AN/A-
Min. Initial Investment50000003000166,667%
Min. Initial Investment IRAN/AN/A-
Net Assets2.51B153B2%
Annual Yield % from dividends0.321.4023%
Returns for 1 year1.998.4923%
Returns for 3 years19.6534.2757%
Returns for 5 years42.7366.8764%
Returns for 10 yearsN/A115.21-
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