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CMCIX vs VEXPX
CMCIX vs VEXPX Comparison
Open Charts CMCIX vs VEXPX
Calvert Small/Mid-Cap I
Price$27.08
Change+$0.20 (+0.74%)
VolumeN/A
CapitalizationN/A
CMCIX vs VEXPX Comparison Chart
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CMCIX vs. VEXPX commentary
Dec 24, 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 CMCIX is a Hold and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 23.9B vs. CMCIX (35.9M). VEXPX pays higher dividends than CMCIX: VEXPX (0.48) vs CMCIX (0.00). CMCIX was incepted earlier than VEXPX: CMCIX (13 years) vs VEXPX (57 years). CMCIX is a more actively managed with annual turnover of: 43.00 vs. VEXPX (40.00). VEXPX has a lower initial minimum investment than CMCIX: VEXPX (3000) vs CMCIX (1000000). VEXPX annual gain was more profitable for investors over the last year : 11.92 vs. CMCIX (5.60). VEXPX return over 5 years is better than : 17.76 vs. CMCIX (8.77).
| CMCIX | VEXPX | CMCIX / VEXPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 57 years | - |
| Gain YTD | 4.661 | 11.067 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.9M | 23.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 5.60 | 11.92 | 47% |
| Returns for 3 years | -2.40 | -1.42 | 169% |
| Returns for 5 years | 8.77 | 17.76 | 49% |
| Returns for 10 years | 19.00 | 32.24 | 59% |
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