CCVAX
Price
$31.76
Change
+$0.41 (+1.31%)
Updated
Oct 13 closing price
Net Assets
2.37B
VSMAX
Price
$121.29
Change
+$2.45 (+2.06%)
Updated
Oct 13 closing price
Net Assets
162.36B
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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$31.76
Change+$0.41 (+1.31%)
VolumeN/A
Net Assets2.37B
Vanguard Small Cap Index Admiral Shares
Price$121.29
Change+$2.45 (+2.06%)
VolumeN/A
Net Assets162.36B
CCVAX vs VSMAX Comparison Chart in %
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VS
CCVAX vs. VSMAX 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 VSMAX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. CCVAX (2.37B). VSMAX pays higher dividends than CCVAX: VSMAX (1.34) vs CCVAX (0.14). CCVAX was incepted earlier than VSMAX: CCVAX (21 years) vs VSMAX (25 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 (13.00). CCVAX has a lower initial minimum investment than VSMAX: CCVAX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 4.12 vs. CCVAX (-6.85). VSMAX return over 5 years is better than : 52.90 vs. CCVAX (23.93).
CCVAXVSMAXCCVAX / VSMAX
Total Expense Ratio1.190.052,380%
Annual Report Gross Expense Ratio1.190.052,380%
Fund Existence21 years25 years-
Gain YTD-6.9183.441-201%
Front Load5%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets2.37B162B1%
Annual Yield % from dividends0.141.3411%
Returns for 1 year-6.854.12-166%
Returns for 3 years21.9645.2749%
Returns for 5 years23.9352.9045%
Returns for 10 years36.76126.3929%
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