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CMCIX vs VSGAX
CMCIX vs VSGAX Comparison
Open Charts CMCIX vs VSGAX
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.
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).
| CMCIX | VSGAX | CMCIX / VSGAX | |
| Total Expense Ratio | 0.90 | 0.07 | 1,286% |
| Annual Report Gross Expense Ratio | 0.96 | 0.07 | 1,371% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 0.037 | 2.611 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8M | 36.9B | 0% |
| Annual Yield % from dividends | 0.40 | 0.54 | 73% |
| Returns for 1 year | -1.25 | 12.32 | -10% |
| Returns for 3 years | 11.35 | 38.30 | 30% |
| Returns for 5 years | 16.85 | 40.33 | 42% |
| Returns for 10 years | 12.13 | 121.74 | 10% |
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