CALRX
Price
$37.12
Change
+$0.26 (+0.71%)
Updated
Jul 3 closing price
Net Assets
2.51B
VSMAX
Price
$116.63
Change
+$0.83 (+0.72%)
Updated
Jul 3 closing price
Net Assets
147.56B
Interact to see
Advertisement

CALRX vs VSMAX

Header iconCALRX vs VSMAX Comparison
Open Charts CALRX vs VSMAXBanner chart's image
Calvert Small-Cap R6
Price$37.12
Change+$0.26 (+0.71%)
VolumeN/A
Net Assets2.51B
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
CALRX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
CALRX vs. VSMAX 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 VSMAX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B 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 : 12.25 vs. CALRX (9.76). VSMAX return over 5 years is better than : 69.54 vs. CALRX (50.03).
CALRXVSMAXCALRX / VSMAX
Total Expense Ratio0.860.051,720%
Annual Report Gross Expense Ratio0.860.051,720%
Fund Existence6 years25 years-
Gain YTD0.4061.44728%
Front LoadN/AN/A-
Min. Initial Investment50000003000166,667%
Min. Initial Investment IRAN/AN/A-
Net Assets2.51B148B2%
Annual Yield % from dividends0.321.4023%
Returns for 1 year9.7612.2580%
Returns for 3 years25.6737.9568%
Returns for 5 years50.0369.5472%
Returns for 10 yearsN/A109.34-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
TIMB20.660.49
+2.43%
TIM SA
STRO0.76N/A
-0.10%
Sutro Biopharma
AGNCL24.66-0.08
-0.32%
AGNC Investment Corp
INMD15.16-0.05
-0.33%
InMode Ltd
ZYXI2.40-0.29
-10.78%
Zynex