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CMCIX vs VISGX
CMCIX vs VISGX Comparison
Open Charts CMCIX vs VISGX
Calvert Small/Mid-Cap I
Price$26.88
Change+$0.19 (+0.71%)
VolumeN/A
Net Assets29.8M
Vanguard Small Cap Growth Index I
Price$80.72
Change+$0.57 (+0.71%)
VolumeN/A
Net Assets36.92B
CMCIX vs VISGX Comparison Chart in %
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CMCIX vs. VISGX 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 VISGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 36.9B vs. CMCIX (29.8M). VISGX pays higher dividends than CMCIX: VISGX (0.43) vs CMCIX (0.40). CMCIX was incepted earlier than VISGX: CMCIX (14 years) vs VISGX (27 years). CMCIX (0.96) is less costly to investors than VISGX (0.19). CMCIX is a more actively managed with annual turnover of: 42.00 vs. VISGX (21.00). 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 : 12.27 vs. CMCIX (-1.25). VISGX return over 5 years is better than : 40.06 vs. CMCIX (16.85).
| CMCIX | VISGX | CMCIX / VISGX | |
| Total Expense Ratio | 0.90 | 0.19 | 474% |
| Annual Report Gross Expense Ratio | 0.96 | 0.19 | 505% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 0.037 | 2.589 | 1% |
| 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 | 36.9B | 0% |
| Annual Yield % from dividends | 0.40 | 0.43 | 93% |
| Returns for 1 year | -1.25 | 12.27 | -10% |
| Returns for 3 years | 11.35 | 38.15 | 30% |
| Returns for 5 years | 16.85 | 40.06 | 42% |
| Returns for 10 years | 12.13 | 120.87 | 10% |
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