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CCVAX
Price
$36.54
Change
+$0.55 (+1.53%)
Updated
Nov 22 closing price
VSMAX
Price
$123.45
Change
+$1.87 (+1.54%)
Updated
Nov 22 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$36.54
Change+$0.55 (+1.53%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index
Price$123.45
Change+$1.87 (+1.54%)
VolumeN/A
CapitalizationN/A
CCVAX vs VSMAX Comparison Chart
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VS
CCVAX vs. VSMAX commentary
Nov 23, 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: 151B vs. CCVAX (2.74B). 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 : 32.49 vs. CCVAX (29.16). VSMAX return over 5 years is better than : 61.09 vs. CCVAX (41.26).
CCVAXVSMAXCCVAX / VSMAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence20 years24 years-
Gain YTD17.96119.26593%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets2.74B151B2%
Annual Yield % from dividends0.111.428%
Returns for 1 year29.1632.4990%
Returns for 3 years1.0510.6610%
Returns for 5 years41.2661.0968%
Returns for 10 years44.96126.8035%
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