CALRX
Price
$34.27
Change
-$0.47 (-1.35%)
Updated
Nov 13 closing price
Net Assets
2.22B
VSMAX
Price
$119.94
Change
-$2.71 (-2.21%)
Updated
Nov 13 closing price
Net Assets
161.58B
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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$34.27
Change-$0.47 (-1.35%)
VolumeN/A
Net Assets2.22B
Vanguard Small Cap Index Admiral Shares
Price$119.94
Change-$2.71 (-2.21%)
VolumeN/A
Net Assets161.58B
CALRX vs VSMAX Comparison Chart in %
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VS
CALRX vs. VSMAX commentary
Nov 14, 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 VSMAX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. CALRX (2.22B). VSMAX pays higher dividends than CALRX: VSMAX (1.34) 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 : -0.30 vs. CALRX (-12.81). VSMAX return over 5 years is better than : 45.13 vs. CALRX (17.55).
CALRXVSMAXCALRX / VSMAX
Total Expense Ratio0.860.051,720%
Annual Report Gross Expense Ratio0.860.051,720%
Fund Existence7 years25 years-
Gain YTD-7.3034.398-166%
Front LoadN/AN/A-
Min. Initial Investment50000003000166,667%
Min. Initial Investment IRAN/AN/A-
Net Assets2.22B162B1%
Annual Yield % from dividends0.331.3425%
Returns for 1 year-12.81-0.304,200%
Returns for 3 years11.4731.9936%
Returns for 5 years17.5545.1339%
Returns for 10 yearsN/A130.64-
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