Interact to see
Advertisement
Advertisement
CMCIX vs VSGIX
CMCIX vs VSGIX Comparison
Open Charts CMCIX vs VSGIX
Calvert Small/Mid-Cap I
Price$26.88
Change+$0.19 (+0.71%)
VolumeN/A
Net Assets29.8M
Vanguard Small Cap Growth Index I
Price$80.83
Change+$0.57 (+0.71%)
VolumeN/A
Net Assets36.92B
CMCIX vs VSGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CMCIX vs. VSGIX 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 VSGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 36.9B vs. CMCIX (29.8M). VSGIX pays higher dividends than CMCIX: VSGIX (0.55) vs CMCIX (0.40). CMCIX was incepted earlier than VSGIX: CMCIX (14 years) vs VSGIX (25 years). CMCIX (0.96) is less costly to investors than VSGIX (0.06). CMCIX is a more actively managed with annual turnover of: 42.00 vs. VSGIX (21.00). 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 : 12.32 vs. CMCIX (-1.25). VSGIX return over 5 years is better than : 40.33 vs. CMCIX (16.85).
| CMCIX | VSGIX | CMCIX / VSGIX | |
| Total Expense Ratio | 0.90 | 0.06 | 1,500% |
| Annual Report Gross Expense Ratio | 0.96 | 0.06 | 1,600% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 0.037 | 2.600 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8M | 36.9B | 0% |
| Annual Yield % from dividends | 0.40 | 0.55 | 72% |
| Returns for 1 year | -1.25 | 12.32 | -10% |
| Returns for 3 years | 11.35 | 38.29 | 30% |
| Returns for 5 years | 16.85 | 40.33 | 42% |
| Returns for 10 years | 12.13 | 121.77 | 10% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement