Ad is loading...
CMCIX vs VSGAX
CMCIX vs VSGAX Comparison
Open Charts CMCIX vs VSGAX
Calvert Small/Mid-Cap I
Price$24.75
Change+$0.25 (+1.02%)
VolumeN/A
Net Assets30.78M
Vanguard Small Cap Growth Index Admiral
Price$86.65
Change+$2.06 (+2.44%)
VolumeN/A
Net Assets33.7B
CMCIX vs VSGAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CMCIX vs. VSGAX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 33.7B vs. CMCIX (30.8M). VSGAX pays higher dividends than CMCIX: VSGAX (0.60) vs CMCIX (0.41). CMCIX was incepted earlier than VSGAX: CMCIX (14 years) vs VSGAX (14 years). CMCIX (1.02) is less costly to investors than VSGAX (0.07). CMCIX is a more actively managed with annual turnover of: 42.00 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 : -1.31 vs. CMCIX (-7.74). VSGAX return over 5 years is better than : 45.07 vs. CMCIX (21.90).
| CMCIX | VSGAX | CMCIX / VSGAX | |
| Total Expense Ratio | 0.89 | 0.07 | 1,271% |
| Annual Report Gross Expense Ratio | 1.02 | 0.07 | 1,457% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | -9.825 | -14.026 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.8M | 33.7B | 0% |
| Annual Yield % from dividends | 0.41 | 0.60 | 68% |
| Returns for 1 year | -7.74 | -1.31 | 592% |
| Returns for 3 years | -7.84 | 4.09 | -192% |
| Returns for 5 years | 21.90 | 45.07 | 49% |
| Returns for 10 years | 0.54 | 83.93 | 1% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| GLOF | 43.00 | 0.75 | +1.78% |
| iShares Global Equity Factor ETF | |||
| FHYS | 22.93 | 0.19 | +0.84% |
| Federated Hermes Short Duration HY ETF | |||
| IBDX | 24.78 | 0.19 | +0.77% |
| iShares iBonds Dec 2032 Term Corp ETF | |||
| USMV | 90.91 | 0.54 | +0.60% |
| iShares MSCI USA Min Vol Factor ETF | |||
| PMO | 9.79 | -0.01 | -0.10% |
| Putnam Municipal Opportunities Trust | |||