CCVAX
Price
$29.88
Change
-$1.01 (-3.27%)
Updated
Apr 10 closing price
Net Assets
2.53B
VSMAX
Price
$97.22
Change
-$4.33 (-4.26%)
Updated
Apr 10 closing price
Net Assets
143.36B
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CCVAX vs VSMAX

Header iconCCVAX vs VSMAX Comparison
Open Charts CCVAX vs VSMAXBanner chart's image
Calvert Small-Cap A
Price$29.88
Change-$1.01 (-3.27%)
VolumeN/A
Net Assets2.53B
Vanguard Small Cap Index Admiral Shares
Price$97.22
Change-$4.33 (-4.26%)
VolumeN/A
Net Assets143.36B
CCVAX vs VSMAX Comparison Chart
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VS
CCVAX vs. VSMAX commentary
Apr 11, 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 VSMAX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. CCVAX (2.53B). VSMAX pays higher dividends than CCVAX: VSMAX (1.52) vs CCVAX (0.14). CCVAX was incepted earlier than VSMAX: CCVAX (21 years) vs VSMAX (24 years). CCVAX (1.19) is less costly to investors than VSMAX (0.05). CCVAX is a more actively managed with annual turnover of: 32.00 vs. VSMAX (12.00). CCVAX has a lower initial minimum investment than VSMAX: CCVAX (1000) vs VSMAX (3000). CCVAX annual gain was more profitable for investors over the last year : -0.61 vs. VSMAX (-3.52). VSMAX return over 5 years is better than : 71.17 vs. CCVAX (46.28).
CCVAXVSMAXCCVAX / VSMAX
Total Expense Ratio1.190.052,380%
Annual Report Gross Expense Ratio1.190.052,380%
Fund Existence21 years24 years-
Gain YTD-8.284-11.73571%
Front Load5%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets2.53B143B2%
Annual Yield % from dividends0.141.529%
Returns for 1 year-0.61-3.5217%
Returns for 3 years2.474.3157%
Returns for 5 years46.2871.1765%
Returns for 10 years30.9379.1439%
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