CCVAX
Price
$34.85
Change
-$0.28 (-0.80%)
Updated
Jan 22 closing price
Net Assets
2.76B
NAESX
Price
$120.41
Change
-$0.59 (-0.49%)
Updated
Jan 22 closing price
Net Assets
155.27B
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CCVAX vs NAESX

Header iconCCVAX vs NAESX Comparison
Open Charts CCVAX vs NAESXBanner chart's image
Calvert Small-Cap A
Price$34.85
Change-$0.28 (-0.80%)
VolumeN/A
Net Assets2.76B
Vanguard Small Cap Index I
Price$120.41
Change-$0.59 (-0.49%)
VolumeN/A
Net Assets155.27B
CCVAX vs NAESX Comparison Chart
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CCVAX vs. NAESX commentary
Jan 23, 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 CCVAX is a Hold and NAESX is a Hold.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. CCVAX (2.76B). NAESX pays higher dividends than CCVAX: NAESX (1.31) vs CCVAX (0.11). CCVAX was incepted earlier than NAESX: CCVAX (20 years) vs NAESX (64 years). CCVAX is a more actively managed with annual turnover of: 44.00 vs. NAESX (12.00). CCVAX has a lower initial minimum investment than NAESX: CCVAX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 20.12 vs. CCVAX (14.98). NAESX return over 5 years is better than : 53.16 vs. CCVAX (33.55).
CCVAXNAESXCCVAX / NAESX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence20 years64 years-
Gain YTD3.4744.56876%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets2.76B155B2%
Annual Yield % from dividends0.111.319%
Returns for 1 year14.9820.1274%
Returns for 3 years15.6124.4464%
Returns for 5 years33.5553.1663%
Returns for 10 years58.65124.9347%
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