CCVAX
Price
$33.56
Change
-$0.30 (-0.89%)
Updated
Jul 11 closing price
Net Assets
2.51B
NAESX
Price
$116.13
Change
-$1.18 (-1.01%)
Updated
Jul 11 closing price
Net Assets
153.28B
Interact to see
Advertisement

CCVAX vs NAESX

Header iconCCVAX vs NAESX Comparison
Open Charts CCVAX vs NAESXBanner chart's image
Calvert Small-Cap A
Price$33.56
Change-$0.30 (-0.89%)
VolumeN/A
Net Assets2.51B
Vanguard Small Cap Index I
Price$116.13
Change-$1.18 (-1.01%)
VolumeN/A
Net Assets153.28B
CCVAX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
CCVAX vs. NAESX commentary
Jul 13, 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 Buy and NAESX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. CCVAX (2.51B). NAESX pays higher dividends than CCVAX: NAESX (1.28) 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 : 9.85 vs. CCVAX (6.82). NAESX return over 5 years is better than : 70.57 vs. CCVAX (48.69).
CCVAXNAESXCCVAX / NAESX
Total Expense Ratio1.190.17700%
Annual Report Gross Expense Ratio1.190.17700%
Fund Existence21 years65 years-
Gain YTD0.5342.03326%
Front Load5%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets2.51B153B2%
Annual Yield % from dividends0.141.2811%
Returns for 1 year6.829.8569%
Returns for 3 years25.6838.9766%
Returns for 5 years48.6970.5769%
Returns for 10 years42.26106.5340%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
NEMAX23.11N/A
N/A
Neuberger Berman Emerg Mkts Eq A
SWHFX23.73N/A
N/A
Schwab Health Care
IASRX22.87N/A
N/A
Macquarie Asset Strategy Fund Cl R
WCPIX52.97N/A
N/A
Communication Services UltraSectorProInv
FADTX130.14N/A
N/A
Fidelity Advisor Technology A