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CMCIX vs VSGAX
CMCIX vs VSGAX Comparison
Open Charts CMCIX vs VSGAX
Calvert Small/Mid-Cap I
Price$24.80
Change-$1.25 (-4.80%)
VolumeN/A
Net Assets32.08M
Vanguard Small Cap Growth Index Admiral
Price$84.40
Change-$6.02 (-6.66%)
VolumeN/A
Net Assets36.81B
CMCIX vs VSGAX Comparison Chart
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CMCIX vs. VSGAX 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 VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 36.8B vs. CMCIX (32.1M). 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 : 1.06 vs. CMCIX (-3.77). VSGAX return over 5 years is better than : 85.30 vs. CMCIX (47.72).
| 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 | -3.052 | -8.101 | 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 | 0.60 | 68% |
| Returns for 1 year | -3.77 | 1.06 | -355% |
| Returns for 3 years | -4.89 | 2.22 | -220% |
| Returns for 5 years | 47.72 | 85.30 | 56% |
| Returns for 10 years | 8.18 | 96.07 | 9% |
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