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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$45.15
Change+$0.10 (+0.22%)
VolumeN/A
Net Assets442.51M
Vanguard Mid Cap Index InstitutionalPlus
Price$394.16
Change+$0.07 (+0.02%)
VolumeN/A
Net Assets198.55B
CMCRX vs VMCPX Comparison Chart in %
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CMCRX vs. VMCPX 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 CMCRX is a Buy and VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. CMCRX (443M). VMCPX pays higher dividends than CMCRX: VMCPX (1.51) vs CMCRX (1.11). 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: 28.00 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 : 5.69 vs. CMCRX (3.94). CMCRX return over 5 years is better than : 247.58 vs. VMCPX (52.35).
| 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 | 8.769 | 10.788 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 443M | 199B | 0% |
| Annual Yield % from dividends | 1.11 | 1.51 | 74% |
| Returns for 1 year | 3.94 | 5.69 | 69% |
| Returns for 3 years | 35.94 | 37.89 | 95% |
| Returns for 5 years | 247.58 | 52.35 | 473% |
| Returns for 10 years | 418.94 | 149.27 | 281% |
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