CCVAX
Price
$33.74
Change
-$0.38 (-1.11%)
Updated
Sep 20 closing price
VSMAX
Price
$113.13
Change
-$0.77 (-0.68%)
Updated
Sep 20 closing price
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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$33.74
Change-$0.38 (-1.11%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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CCVAX vs VSMAX Comparison Chart
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VS
CCVAX vs. VSMAX commentary
Sep 21, 2024

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 StrongBuy and VSMAX is a StrongBuy.

FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. CCVAX (2.82B). VSMAX pays higher dividends than CCVAX: VSMAX (1.42) vs CCVAX (0.11). CCVAX was incepted earlier than VSMAX: CCVAX (20 years) vs VSMAX (24 years). CCVAX is a more actively managed with annual turnover of: 44.00 vs. VSMAX (12.00). 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 : 25.54 vs. CCVAX (23.15). VSMAX return over 5 years is better than : 53.45 vs. CCVAX (33.08).
CCVAXVSMAXCCVAX / VSMAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence20 years24 years-
Gain YTD11.83210.898109%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets2.82B149B2%
Annual Yield % from dividends0.111.428%
Returns for 1 year23.1525.5491%
Returns for 3 years3.528.9140%
Returns for 5 years33.0853.4562%
Returns for 10 years47.01121.5539%
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