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CMCIX vs VSGAX
CMCIX vs VSGAX Comparison
Open Charts CMCIX vs VSGAX
Calvert Small/Mid-Cap I
Price$27.68
Change-$0.04 (-0.14%)
VolumeN/A
Net Assets32.68M
Vanguard Small Cap Growth Index Admiral
Price$103.82
Change-$0.39 (-0.37%)
VolumeN/A
Net Assets38.1B
CMCIX vs VSGAX Comparison Chart
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CMCIX vs. VSGAX commentary
Jan 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 Hold and VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 38.1B vs. CMCIX (32.7M). 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 : 25.97 vs. CMCIX (7.85). VSGAX return over 5 years is better than : 47.35 vs. CMCIX (9.90).
| 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 | 3.015 | 5.872 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.7M | 38.1B | 0% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 7.85 | 25.97 | 30% |
| Returns for 3 years | 3.17 | 22.01 | 14% |
| Returns for 5 years | 9.90 | 47.35 | 21% |
| Returns for 10 years | 22.55 | 138.29 | 16% |
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