Interact to see
Advertisement
Advertisement
CMCIX vs VEXPX
CMCIX vs VEXPX Comparison
Open Charts CMCIX vs VEXPX
Calvert Small/Mid-Cap I
Price$26.13
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets29.82M
CMCIX vs VEXPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CMCIX vs. VEXPX commentary
Jun 13, 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 CMCIX is a Buy and VEXPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.4B vs. CMCIX (29.8M). VEXPX (0.42) and CMCIX (0.40) have matching dividends . CMCIX was incepted earlier than VEXPX: CMCIX (14 years) vs VEXPX (58 years). CMCIX (0.96) is less costly to investors than VEXPX (0.44). CMCIX is a more actively managed with annual turnover of: 42.00 vs. VEXPX (35.00). VEXPX has a lower initial minimum investment than CMCIX: VEXPX (3000) vs CMCIX (1000000). CMCIX annual gain was more profitable for investors over the last year : -1.33 vs. VEXPX (-3.68). CMCIX return over 5 years is better than : 20.93 vs. VEXPX (15.01).
| CMCIX | VEXPX | CMCIX / VEXPX | |
| Total Expense Ratio | 0.90 | 0.44 | 205% |
| Annual Report Gross Expense Ratio | 0.96 | 0.44 | 218% |
| Fund Existence | 14 years | 58 years | - |
| Gain YTD | -2.791 | -2.827 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8M | 19.4B | 0% |
| Annual Yield % from dividends | 0.40 | 0.42 | 95% |
| Returns for 1 year | -1.33 | -3.68 | 36% |
| Returns for 3 years | 14.83 | 19.12 | 78% |
| Returns for 5 years | 20.93 | 15.01 | 139% |
| Returns for 10 years | 6.06 | 12.05 | 50% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement