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CMCIX vs VEXPX
CMCIX vs VEXPX Comparison
Open Charts CMCIX vs VEXPX
Calvert Small/Mid-Cap I
Price$26.92
Change+$0.17 (+0.64%)
VolumeN/A
Net Assets29.8M
CMCIX vs VEXPX Comparison Chart in %
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CMCIX vs. VEXPX commentary
Jul 06, 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 Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.4B vs. CMCIX (29.8M). VEXPX (0.40) 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 : 2.58 vs. VEXPX (1.70). CMCIX return over 5 years is better than : 21.22 vs. VEXPX (13.73).
| 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 | 0.186 | 0.739 | 25% |
| 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 | 0.40 | 98% |
| Returns for 1 year | 2.58 | 1.70 | 151% |
| Returns for 3 years | 14.88 | 21.47 | 69% |
| Returns for 5 years | 21.22 | 13.73 | 155% |
| Returns for 10 years | 10.92 | 18.70 | 58% |
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