Ad is loading...
CMCIX vs VSGIX
CMCIX vs VSGIX Comparison
Open Charts CMCIX vs VSGIX
Calvert Small/Mid-Cap I
Price$24.75
Change+$0.25 (+1.02%)
VolumeN/A
Net Assets30.78M
Vanguard Small Cap Growth Index I
Price$69.39
Change+$1.64 (+2.42%)
VolumeN/A
Net Assets33.7B
CMCIX vs VSGIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CMCIX vs. VSGIX 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 VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 33.7B vs. CMCIX (30.8M). VSGIX pays higher dividends than CMCIX: VSGIX (0.61) vs CMCIX (0.41). CMCIX was incepted earlier than VSGIX: CMCIX (14 years) vs VSGIX (25 years). CMCIX (1.02) is less costly to investors than VSGIX (0.06). CMCIX is a more actively managed with annual turnover of: 42.00 vs. VSGIX (19.00). CMCIX has a lower initial minimum investment than VSGIX: CMCIX (1000000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : -1.29 vs. CMCIX (-7.74). VSGIX return over 5 years is better than : 45.11 vs. CMCIX (21.90).
| CMCIX | VSGIX | CMCIX / VSGIX | |
| Total Expense Ratio | 0.89 | 0.06 | 1,483% |
| Annual Report Gross Expense Ratio | 1.02 | 0.06 | 1,700% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | -9.825 | -14.020 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.8M | 33.7B | 0% |
| Annual Yield % from dividends | 0.41 | 0.61 | 67% |
| Returns for 1 year | -7.74 | -1.29 | 601% |
| Returns for 3 years | -7.84 | 4.10 | -191% |
| Returns for 5 years | 21.90 | 45.11 | 49% |
| Returns for 10 years | 0.54 | 83.98 | 1% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers