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CMCIX vs VEXRX
CMCIX vs VEXRX Comparison
Open Charts CMCIX vs VEXRX
Calvert Small/Mid-Cap I
Price$26.13
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets29.82M
Vanguard Explorer Adm
Price$103.70
Change-$0.18 (-0.17%)
VolumeN/A
Net Assets19.41B
CMCIX vs VEXRX Comparison Chart
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CMCIX vs. VEXRX 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 VEXRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.4B vs. CMCIX (29.8M). VEXRX pays higher dividends than CMCIX: VEXRX (0.54) vs CMCIX (0.40). CMCIX was incepted earlier than VEXRX: CMCIX (14 years) vs VEXRX (24 years). CMCIX (0.96) is less costly to investors than VEXRX (0.33). 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 : -1.33 vs. VEXRX (-3.59). CMCIX return over 5 years is better than : 20.93 vs. VEXRX (15.07).
| CMCIX | VEXRX | CMCIX / VEXRX | |
| Total Expense Ratio | 0.90 | 0.33 | 273% |
| Annual Report Gross Expense Ratio | 0.96 | 0.33 | 291% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | -2.791 | -2.780 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 50000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8M | 19.4B | 0% |
| Annual Yield % from dividends | 0.40 | 0.54 | 74% |
| Returns for 1 year | -1.33 | -3.59 | 37% |
| Returns for 3 years | 14.83 | 19.23 | 77% |
| Returns for 5 years | 20.93 | 15.07 | 139% |
| Returns for 10 years | 6.06 | 12.15 | 50% |
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