CCVAX
Price
$31.76
Change
+$0.41 (+1.31%)
Updated
Oct 13 closing price
Net Assets
2.37B
NAESX
Price
$121.28
Change
+$2.45 (+2.06%)
Updated
Oct 13 closing price
Net Assets
162.36B
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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$31.76
Change+$0.41 (+1.31%)
VolumeN/A
Net Assets2.37B
Vanguard Small Cap Index I
Price$121.28
Change+$2.45 (+2.06%)
VolumeN/A
Net Assets162.36B
CCVAX vs NAESX Comparison Chart in %
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CCVAX vs. NAESX commentary
Oct 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 CCVAX is a Hold and NAESX is a Buy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. CCVAX (2.37B). NAESX pays higher dividends than CCVAX: NAESX (1.23) vs CCVAX (0.14). CCVAX was incepted earlier than NAESX: CCVAX (21 years) vs NAESX (65 years). CCVAX (1.19) is less costly to investors than NAESX (0.17). CCVAX is a more actively managed with annual turnover of: 32.00 vs. NAESX (13.00). 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 : 4.09 vs. CCVAX (-6.85). NAESX return over 5 years is better than : 52.70 vs. CCVAX (23.93).
CCVAXNAESXCCVAX / NAESX
Total Expense Ratio1.190.17700%
Annual Report Gross Expense Ratio1.190.17700%
Fund Existence21 years65 years-
Gain YTD-6.9183.419-202%
Front Load5%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets2.37B162B1%
Annual Yield % from dividends0.141.2312%
Returns for 1 year-6.854.09-167%
Returns for 3 years21.9645.1449%
Returns for 5 years23.9352.7045%
Returns for 10 years36.76125.7429%
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