Interact to see
Advertisement
Advertisement
CALRX vs VSMAX
CALRX vs VSMAX Comparison
Open Charts CALRX vs VSMAX
Vanguard Small Cap Index Admiral Shares
Price$125.96
Change-$0.24 (-0.19%)
VolumeN/A
Net Assets163.34B
CALRX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CALRX vs. VSMAX commentary
Dec 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 Hold and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 163B vs. CALRX (2.1B). VSMAX pays higher dividends than CALRX: VSMAX (1.32) 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: 34.00 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 : 8.23 vs. CALRX (-15.92). VSMAX return over 5 years is better than : 36.49 vs. CALRX (-1.68).
| 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 | -14.688 | 9.847 | -149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 163B | 1% |
| Annual Yield % from dividends | 0.33 | 1.32 | 25% |
| Returns for 1 year | -15.92 | 8.23 | -193% |
| Returns for 3 years | 6.15 | 44.94 | 14% |
| Returns for 5 years | -1.68 | 36.49 | -5% |
| Returns for 10 years | N/A | 143.87 | - |