CCVAX
Price
$32.05
Change
+$0.05 (+0.16%)
Updated
Jun 18 closing price
Net Assets
2.5B
NAESX
Price
$110.83
Change
+$0.56 (+0.51%)
Updated
Jun 18 closing price
Net Assets
147.56B
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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$32.05
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets2.5B
Vanguard Small Cap Index I
Price$110.83
Change+$0.56 (+0.51%)
VolumeN/A
Net Assets147.56B
CCVAX vs NAESX Comparison Chart in %
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CCVAX vs. NAESX commentary
Jun 21, 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: 148B vs. CCVAX (2.5B). NAESX pays higher dividends than CCVAX: NAESX (1.35) 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 : 6.37 vs. CCVAX (2.99). NAESX return over 5 years is better than : 60.96 vs. CCVAX (40.92).
CCVAXNAESXCCVAX / NAESX
Total Expense Ratio1.190.17700%
Annual Report Gross Expense Ratio1.190.17700%
Fund Existence21 years65 years-
Gain YTD-4.840-3.668132%
Front Load5%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets2.5B148B2%
Annual Yield % from dividends0.141.3511%
Returns for 1 year2.996.3747%
Returns for 3 years24.6335.5669%
Returns for 5 years40.9260.9667%
Returns for 10 years35.0092.6138%
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