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CMCIX vs VISGX
CMCIX vs VISGX Comparison
Open Charts CMCIX vs VISGX
Calvert Small/Mid-Cap I
Price$26.44
Change-$0.32 (-1.20%)
VolumeN/A
Net Assets33.33M
Vanguard Small Cap Growth Index I
Price$74.68
Change-$2.20 (-2.86%)
VolumeN/A
Net Assets39.59B
CMCIX vs VISGX Comparison Chart
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CMCIX vs. VISGX commentary
Mar 04, 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 VISGX is a Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 39.6B vs. CMCIX (33.3M). VISGX pays higher dividends than CMCIX: VISGX (0.55) vs CMCIX (0.00). CMCIX was incepted earlier than VISGX: CMCIX (14 years) vs VISGX (27 years). CMCIX is a more actively managed with annual turnover of: 43.00 vs. VISGX (19.00). VISGX has a lower initial minimum investment than CMCIX: VISGX (3000) vs CMCIX (1000000). VISGX annual gain was more profitable for investors over the last year : 6.84 vs. CMCIX (0.33). VISGX return over 5 years is better than : 44.09 vs. CMCIX (17.86).
| CMCIX | VISGX | CMCIX / VISGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | -0.409 | -2.337 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.3M | 39.6B | 0% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 0.33 | 6.84 | 5% |
| Returns for 3 years | -0.45 | 16.23 | -3% |
| Returns for 5 years | 17.86 | 44.09 | 40% |
| Returns for 10 years | 14.00 | 113.65 | 12% |
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