CCVAX
Price
$30.23
Change
-$0.07 (-0.23%)
Updated
Nov 19 closing price
Net Assets
2.22B
NAESX
Price
$117.69
Change
+$0.02 (+0.02%)
Updated
Nov 19 closing price
Net Assets
161.58B
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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$30.23
Change-$0.07 (-0.23%)
VolumeN/A
Net Assets2.22B
Vanguard Small Cap Index I
Price$117.69
Change+$0.02 (+0.02%)
VolumeN/A
Net Assets161.58B
CCVAX vs NAESX Comparison Chart in %
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CCVAX vs. NAESX commentary
Nov 20, 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: 162B vs. CCVAX (2.22B). NAESX pays higher dividends than CCVAX: NAESX (1.22) vs CCVAX (0.15). 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 : -0.86 vs. CCVAX (-14.22). NAESX return over 5 years is better than : 39.31 vs. CCVAX (11.11).
CCVAXNAESXCCVAX / NAESX
Total Expense Ratio1.190.17700%
Annual Report Gross Expense Ratio1.190.17700%
Fund Existence21 years65 years-
Gain YTD-10.0362.409-417%
Front Load5%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets2.22B162B1%
Annual Yield % from dividends0.151.2212%
Returns for 1 year-14.22-0.861,662%
Returns for 3 years6.6229.9922%
Returns for 5 years11.1139.3128%
Returns for 10 years32.64122.0727%
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