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CMCIX vs VEXPX
CMCIX vs VEXPX Comparison
Open Charts CMCIX vs VEXPX
Calvert Small/Mid-Cap I
Price$26.88
Change+$0.19 (+0.71%)
VolumeN/A
Net Assets29.8M
CMCIX vs VEXPX Comparison Chart in %
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CMCIX vs. VEXPX commentary
Jul 27, 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: 20.1B 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). VEXPX annual gain was more profitable for investors over the last year : -0.96 vs. CMCIX (-1.25). CMCIX return over 5 years is better than : 16.85 vs. VEXPX (11.56).
| 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 | 0.037 | 1.366 | 3% |
| 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 | 20.1B | 0% |
| Annual Yield % from dividends | 0.40 | 0.40 | 98% |
| Returns for 1 year | -1.25 | -0.96 | 129% |
| Returns for 3 years | 11.35 | 17.51 | 65% |
| Returns for 5 years | 16.85 | 11.56 | 146% |
| Returns for 10 years | 12.13 | 21.05 | 58% |
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