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CMCIX vs VISGX
CMCIX vs VISGX Comparison
Open Charts CMCIX vs VISGX
Calvert Small/Mid-Cap I
Price$26.42
Change-$0.29 (-1.09%)
VolumeN/A
Net Assets29.37M
Vanguard Small Cap Growth Index I
Price$80.43
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets37.46B
CMCIX vs VISGX Comparison Chart in %
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CMCIX vs. VISGX commentary
Aug 16, 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: 37.5B vs. CMCIX (29.4M). VISGX (0.42) and CMCIX (0.40) have matching dividends . 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 : 12.40 vs. CMCIX (-2.94). VISGX return over 5 years is better than : 33.92 vs. CMCIX (10.46).
| 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 | -0.595 | 2.170 | -27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.4M | 37.5B | 0% |
| Annual Yield % from dividends | 0.40 | 0.42 | 96% |
| Returns for 1 year | -2.94 | 12.40 | -24% |
| Returns for 3 years | 2.05 | 21.43 | 10% |
| Returns for 5 years | 10.46 | 33.92 | 31% |
| Returns for 10 years | 9.42 | 120.02 | 8% |
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