CCAFX
Price
$32.94
Change
-$0.22 (-0.66%)
Updated
Nov 28, 6:59 PM EST
VMCIX
Price
$59.02
Change
-$0.07 (-0.12%)
Updated
Nov 28, 6:59 PM EST
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Analysis and predictions CCAFX vs VMCIX

Header iconCCAFX vs VMCIX Comparison
Open Charts CCAFX vs VMCIXBanner chart's image
Calvert Mid-Cap A
Price$32.94
Change-$0.22 (-0.66%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$59.02
Change-$0.07 (-0.12%)
VolumeN/A
CapitalizationN/A
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CCAFX vs VMCIX Comparison Chart

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VS
CCAFX vs. VMCIX commentary
Nov 29, 2023

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 CCAFX is a Buy and VMCIX is a Hold.

FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 133B vs. CCAFX (216M). VMCIX pays higher dividends than CCAFX: VMCIX (1.75) vs CCAFX (0.04). CCAFX was incepted earlier than VMCIX: CCAFX (29 years) vs VMCIX (26 years). CCAFX (1.23) is less costly to investors than VMCIX (0.04). CCAFX is a more actively managed with annual turnover of: 109.00 vs. VMCIX (12.00). CCAFX has a lower initial minimum investment than VMCIX: CCAFX (1000) vs VMCIX (5000000). CCAFX annual gain was more profitable for investors over the last year : 4.01 vs. VMCIX (2.94). VMCIX return over 5 years is better than : 42.32 vs. CCAFX (0.02).
CCAFXVMCIXCCAFX / VMCIX
Total Expense Ratio1.180.042,950%
Annual Report Gross Expense Ratio1.230.043,075%
Fund Existence29 years26 years-
Gain YTD5.0386.01784%
Front Load5%N/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRA1000N/A-
Net Assets216M133B0%
Annual Yield % from dividends0.041.752%
Returns for 1 year4.012.94137%
Returns for 3 years-11.948.27-144%
Returns for 5 years0.0242.320%
Returns for 10 years-14.70108.26-14%
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