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CMCIX vs VISGX
CMCIX vs VISGX Comparison
Open Charts CMCIX vs VISGX
Calvert Small/Mid-Cap I
Price$27.05
Change+$0.32 (+1.20%)
VolumeN/A
Net Assets29.37M
Vanguard Small Cap Growth Index I
Price$83.56
Change+$0.89 (+1.08%)
VolumeN/A
Net Assets38.63B
CMCIX vs VISGX Comparison Chart in %
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CMCIX vs. VISGX commentary
Sep 06, 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: 38.6B vs. CMCIX (29.4M). VISGX (0.40) and CMCIX (0.39) have matching dividends . CMCIX was incepted earlier than VISGX: CMCIX (14 years) vs VISGX (27 years). CMCIX (1.26) 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 : 16.91 vs. CMCIX (-1.67). VISGX return over 5 years is better than : 40.44 vs. CMCIX (14.46).
| CMCIX | VISGX | CMCIX / VISGX | |
| Total Expense Ratio | 0.89 | 0.19 | 468% |
| Annual Report Gross Expense Ratio | 1.26 | 0.19 | 663% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 0.670 | 5.067 | 13% |
| 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 | 38.6B | 0% |
| Annual Yield % from dividends | 0.39 | 0.40 | 96% |
| Returns for 1 year | -1.67 | 16.91 | -10% |
| Returns for 3 years | 15.48 | 40.96 | 38% |
| Returns for 5 years | 14.46 | 40.44 | 36% |
| Returns for 10 years | 16.08 | 138.46 | 12% |
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