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CMCIX vs VEXRX
CMCIX vs VEXRX Comparison
Open Charts CMCIX vs VEXRX
Calvert Small/Mid-Cap I
Price$24.75
Change+$0.25 (+1.02%)
VolumeN/A
Net Assets30.78M
CMCIX vs VEXRX Comparison Chart
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CMCIX vs. VEXRX commentary
Apr 25, 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 VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.8B vs. CMCIX (30.8M). VEXRX pays higher dividends than CMCIX: VEXRX (0.56) vs CMCIX (0.41). CMCIX was incepted earlier than VEXRX: CMCIX (14 years) vs VEXRX (23 years). CMCIX (1.02) is less costly to investors than VEXRX (0.34). CMCIX is a more actively managed with annual turnover of: 42.00 vs. VEXRX (35.00). VEXRX has a lower initial minimum investment than CMCIX: VEXRX (50000) vs CMCIX (1000000). CMCIX annual gain was more profitable for investors over the last year : -7.74 vs. VEXRX (-11.24). CMCIX return over 5 years is better than : 21.90 vs. VEXRX (17.63).
| CMCIX | VEXRX | CMCIX / VEXRX | |
| Total Expense Ratio | 0.89 | 0.34 | 262% |
| Annual Report Gross Expense Ratio | 1.02 | 0.34 | 300% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | -9.825 | -13.374 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 50000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.8M | 19.8B | 0% |
| Annual Yield % from dividends | 0.41 | 0.56 | 72% |
| Returns for 1 year | -7.74 | -11.24 | 69% |
| Returns for 3 years | -7.84 | -8.96 | 88% |
| Returns for 5 years | 21.90 | 17.63 | 124% |
| Returns for 10 years | 0.54 | 0.85 | 63% |
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