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CMCRX vs VIMSX
CMCRX vs VIMSX Comparison
Open Charts CMCRX vs VIMSX
Calvert US Mid Cap Core Rspnb Idx R6
Price$43.99
Change-$0.21 (-0.48%)
VolumeN/A
Net Assets457.23M
Vanguard Mid Cap Index Investor
Price$78.75
Change-$0.35 (-0.44%)
VolumeN/A
Net Assets192.45B
CMCRX vs VIMSX Comparison Chart in %
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CMCRX vs. VIMSX commentary
Jul 29, 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 CMCRX is a Buy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 192B vs. CMCRX (457M). VIMSX pays higher dividends than CMCRX: VIMSX (1.40) vs CMCRX (1.17). CMCRX was incepted earlier than VIMSX: CMCRX (3 years) vs VIMSX (27 years). CMCRX (0.38) is less costly to investors than VIMSX (0.17). CMCRX is a more actively managed with annual turnover of: 28.00 vs. VIMSX (16.00). VIMSX has a lower initial minimum investment than CMCRX: VIMSX (3000) vs CMCRX (5000000). VIMSX annual gain was more profitable for investors over the last year : 16.02 vs. CMCRX (10.45). CMCRX return over 5 years is better than : 269.97 vs. VIMSX (66.85).
| CMCRX | VIMSX | CMCRX / VIMSX | |
| Total Expense Ratio | 0.20 | 0.17 | 118% |
| Annual Report Gross Expense Ratio | 0.38 | 0.17 | 224% |
| Fund Existence | 3 years | 27 years | - |
| Gain YTD | 5.974 | 9.332 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 457M | 192B | 0% |
| Annual Yield % from dividends | 1.17 | 1.40 | 83% |
| Returns for 1 year | 10.45 | 16.02 | 65% |
| Returns for 3 years | 32.56 | 34.43 | 95% |
| Returns for 5 years | 269.97 | 66.85 | 404% |
| Returns for 10 years | 371.01 | 128.42 | 289% |
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