CMCIX
Price
$26.88
Change
+$0.19 (+0.71%)
Updated
Jul 25 closing price
Net Assets
29.8M
VSGAX
Price
$100.94
Change
+$0.72 (+0.72%)
Updated
Jul 25 closing price
Net Assets
36.92B
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CMCIX vs VSGAX

Header iconCMCIX vs VSGAX Comparison
Open Charts CMCIX vs VSGAXBanner chart's image
Calvert Small/Mid-Cap I
Price$26.88
Change+$0.19 (+0.71%)
VolumeN/A
Net Assets29.8M
Vanguard Small Cap Growth Index Admiral
Price$100.94
Change+$0.72 (+0.72%)
VolumeN/A
Net Assets36.92B
CMCIX vs VSGAX Comparison Chart in %
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CMCIX vs. VSGAX commentary
Jul 27, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 36.9B vs. CMCIX (29.8M). VSGAX pays higher dividends than CMCIX: VSGAX (0.54) vs CMCIX (0.40). CMCIX was incepted earlier than VSGAX: CMCIX (14 years) vs VSGAX (14 years). CMCIX (0.96) is less costly to investors than VSGAX (0.07). CMCIX is a more actively managed with annual turnover of: 42.00 vs. VSGAX (21.00). 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 : 12.32 vs. CMCIX (-1.25). VSGAX return over 5 years is better than : 40.33 vs. CMCIX (16.85).
CMCIXVSGAXCMCIX / VSGAX
Total Expense Ratio0.900.071,286%
Annual Report Gross Expense Ratio0.960.071,371%
Fund Existence14 years14 years-
Gain YTD0.0372.6111%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets29.8M36.9B0%
Annual Yield % from dividends0.400.5473%
Returns for 1 year-1.2512.32-10%
Returns for 3 years11.3538.3030%
Returns for 5 years16.8540.3342%
Returns for 10 years12.13121.7410%
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