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CMCIX vs VSGAX
CMCIX vs VSGAX Comparison
Open Charts CMCIX vs VSGAX
Calvert Small/Mid-Cap I
Price$26.44
Change-$0.32 (-1.20%)
VolumeN/A
Net Assets33.33M
Vanguard Small Cap Growth Index Admiral
Price$93.40
Change-$2.76 (-2.87%)
VolumeN/A
Net Assets39.59B
CMCIX vs VSGAX Comparison Chart
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CMCIX vs. VSGAX 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 VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 39.6B vs. CMCIX (33.3M). VSGAX pays higher dividends than CMCIX: VSGAX (0.66) vs CMCIX (0.00). CMCIX was incepted earlier than VSGAX: CMCIX (14 years) vs VSGAX (13 years). CMCIX is a more actively managed with annual turnover of: 43.00 vs. VSGAX (19.00). VSGAX has a lower initial minimum investment than CMCIX: VSGAX (3000) vs CMCIX (1000000). VSGAX annual gain was more profitable for investors over the last year : 8.10 vs. CMCIX (0.33). VSGAX return over 5 years is better than : 49.49 vs. CMCIX (17.86).
| CMCIX | VSGAX | CMCIX / VSGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | -0.409 | -2.306 | 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 | 0.66 | - |
| Returns for 1 year | 0.33 | 8.10 | 4% |
| Returns for 3 years | -0.45 | 13.92 | -3% |
| Returns for 5 years | 17.86 | 49.49 | 36% |
| Returns for 10 years | 14.00 | 111.49 | 13% |
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