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CMCRX vs VMCPX
CMCRX vs VMCPX Comparison
Open Charts CMCRX vs VMCPX
Calvert US Mid Cap Core Rspnb Idx R6
Price$45.20
Change+$0.51 (+1.14%)
VolumeN/A
Net Assets440.41M
Vanguard Mid Cap Index InstitutionalPlus
Price$400.45
Change+$5.12 (+1.30%)
VolumeN/A
Net Assets198.74B
CMCRX vs VMCPX Comparison Chart in %
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CMCRX vs. VMCPX commentary
Feb 04, 2026
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 VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. CMCRX (440M). VMCPX pays higher dividends than CMCRX: VMCPX (1.50) vs CMCRX (1.32). CMCRX was incepted earlier than VMCPX: CMCRX (4 years) vs VMCPX (15 years). CMCRX (0.38) is less costly to investors than VMCPX (0.03). CMCRX is a more actively managed with annual turnover of: 27.00 vs. VMCPX (16.00). CMCRX has a lower initial minimum investment than VMCPX: CMCRX (5000000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 8.25 vs. CMCRX (6.71). CMCRX return over 5 years is better than : 231.14 vs. VMCPX (38.89).
| CMCRX | VMCPX | CMCRX / VMCPX | |
| Total Expense Ratio | 0.20 | 0.03 | 667% |
| Annual Report Gross Expense Ratio | 0.38 | 0.03 | 1,267% |
| Fund Existence | 4 years | 15 years | - |
| Gain YTD | 4.052 | 2.283 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 440M | 199B | 0% |
| Annual Yield % from dividends | 1.32 | 1.50 | 88% |
| Returns for 1 year | 6.71 | 8.25 | 81% |
| Returns for 3 years | 29.31 | 34.05 | 86% |
| Returns for 5 years | 231.14 | 38.89 | 594% |
| Returns for 10 years | 468.09 | 180.63 | 259% |
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