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CMCIX vs VSGIX
CMCIX vs VSGIX Comparison
Open Charts CMCIX vs VSGIX
Calvert Small/Mid-Cap I
Price$24.80
Change-$1.25 (-4.80%)
VolumeN/A
Net Assets32.08M
Vanguard Small Cap Growth Index I
Price$67.59
Change-$4.82 (-6.66%)
VolumeN/A
Net Assets36.81B
CMCIX vs VSGIX Comparison Chart
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CMCIX vs. VSGIX 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 VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 36.8B vs. CMCIX (32.1M). 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 : 1.07 vs. CMCIX (-3.77). VSGIX return over 5 years is better than : 85.29 vs. CMCIX (47.72).
| 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 | -3.052 | -8.106 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.1M | 36.8B | 0% |
| Annual Yield % from dividends | 0.41 | 0.61 | 67% |
| Returns for 1 year | -3.77 | 1.07 | -353% |
| Returns for 3 years | -4.89 | 2.23 | -220% |
| Returns for 5 years | 47.72 | 85.29 | 56% |
| Returns for 10 years | 8.18 | 96.11 | 9% |
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