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CALRX vs VSMAX
CALRX vs VSMAX Comparison
Open Charts CALRX vs VSMAX
Vanguard Small Cap Index Admiral Shares
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
CALRX vs VSMAX Comparison Chart in %
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VS
CALRX vs. VSMAX commentary
Aug 17, 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 StrongBuy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. CALRX (2.43B). VSMAX pays higher dividends than CALRX: VSMAX (1.37) vs CALRX (0.33). CALRX was incepted earlier than VSMAX: CALRX (7 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 : 9.17 vs. CALRX (1.87). VSMAX return over 5 years is better than : 57.73 vs. CALRX (34.23).
| CALRX | VSMAX | CALRX / VSMAX | |
| Total Expense Ratio | 0.86 | 0.05 | 1,720% |
| Annual Report Gross Expense Ratio | 0.86 | 0.05 | 1,720% |
| Fund Existence | 7 years | 25 years | - |
| Gain YTD | -1.785 | 2.517 | -71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.43B | 154B | 2% |
| Annual Yield % from dividends | 0.33 | 1.37 | 24% |
| Returns for 1 year | 1.87 | 9.17 | 20% |
| Returns for 3 years | 10.39 | 20.48 | 51% |
| Returns for 5 years | 34.23 | 57.73 | 59% |
| Returns for 10 years | N/A | 113.12 | - |
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