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CMCIX vs VISGX
CMCIX vs VISGX Comparison
Open Charts CMCIX vs VISGX
Calvert Small/Mid-Cap I
Price$24.80
Change-$1.25 (-4.80%)
VolumeN/A
Net Assets32.08M
Vanguard Small Cap Growth Index I
Price$67.50
Change-$4.81 (-6.65%)
VolumeN/A
Net Assets36.81B
CMCIX vs VISGX Comparison Chart
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CMCIX vs. VISGX commentary
Apr 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 StrongBuy and VISGX is a Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 36.8B vs. CMCIX (32.1M). VISGX pays higher dividends than CMCIX: VISGX (0.46) vs CMCIX (0.41). CMCIX was incepted earlier than VISGX: CMCIX (14 years) vs VISGX (27 years). CMCIX (1.02) is less costly to investors than VISGX (0.19). CMCIX is a more actively managed with annual turnover of: 42.00 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 : 1.00 vs. CMCIX (-3.77). VISGX return over 5 years is better than : 84.92 vs. CMCIX (47.72).
| CMCIX | VISGX | CMCIX / VISGX | |
| Total Expense Ratio | 0.89 | 0.19 | 468% |
| Annual Report Gross Expense Ratio | 1.02 | 0.19 | 537% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | -3.052 | -8.114 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.1M | 36.8B | 0% |
| Annual Yield % from dividends | 0.41 | 0.46 | 87% |
| Returns for 1 year | -3.77 | 1.00 | -375% |
| Returns for 3 years | -4.89 | 2.11 | -231% |
| Returns for 5 years | 47.72 | 84.92 | 56% |
| Returns for 10 years | 8.18 | 95.21 | 9% |
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