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CMCRX vs VMCIX
CMCRX vs VMCIX Comparison
Open Charts CMCRX vs VMCIX
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 Institutional
Price$78.91
Change-$0.34 (-0.43%)
VolumeN/A
Net Assets192.45B
CMCRX vs VMCIX Comparison Chart in %
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CMCRX vs. VMCIX 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 VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 192B vs. CMCRX (457M). VMCIX pays higher dividends than CMCRX: VMCIX (1.53) vs CMCRX (1.17). CMCRX was incepted earlier than VMCIX: CMCRX (3 years) vs VMCIX (27 years). CMCRX (0.38) is less costly to investors than VMCIX (0.04). CMCRX is a more actively managed with annual turnover of: 28.00 vs. VMCIX (16.00). CMCRX (5000000) and VMCIX (5000000) have matching initial minimum investment requirements. VMCIX annual gain was more profitable for investors over the last year : 16.03 vs. CMCRX (10.45). CMCRX return over 5 years is better than : 269.97 vs. VMCIX (66.96).
| CMCRX | VMCIX | CMCRX / VMCIX | |
| Total Expense Ratio | 0.20 | 0.04 | 500% |
| Annual Report Gross Expense Ratio | 0.38 | 0.04 | 950% |
| Fund Existence | 3 years | 27 years | - |
| Gain YTD | 5.974 | 9.347 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 457M | 192B | 0% |
| Annual Yield % from dividends | 1.17 | 1.53 | 76% |
| Returns for 1 year | 10.45 | 16.03 | 65% |
| Returns for 3 years | 32.56 | 34.48 | 94% |
| Returns for 5 years | 269.97 | 66.96 | 403% |
| Returns for 10 years | 371.01 | 128.61 | 288% |
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