Ad is loading...
CMCIX vs VSGIX
CMCIX vs VSGIX Comparison
Open Charts CMCIX vs VSGIX
Calvert Small/Mid-Cap I
Price$26.44
Change-$0.32 (-1.20%)
VolumeN/A
Net Assets33.33M
Vanguard Small Cap Growth Index I
Price$74.80
Change-$2.20 (-2.86%)
VolumeN/A
Net Assets39.59B
CMCIX vs VSGIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CMCIX vs. VSGIX commentary
Mar 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 Buy and VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.6B vs. CMCIX (33.3M). VSGIX pays higher dividends than CMCIX: VSGIX (0.67) vs CMCIX (0.00). CMCIX was incepted earlier than VSGIX: CMCIX (14 years) vs VSGIX (25 years). CMCIX is a more actively managed with annual turnover of: 43.00 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 : 8.10 vs. CMCIX (0.33). VSGIX return over 5 years is better than : 49.49 vs. CMCIX (17.86).
| CMCIX | VSGIX | CMCIX / VSGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | -0.409 | -2.321 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.3M | 39.6B | 0% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 0.33 | 8.10 | 4% |
| Returns for 3 years | -0.45 | 13.90 | -3% |
| Returns for 5 years | 17.86 | 49.49 | 36% |
| Returns for 10 years | 14.00 | 111.55 | 13% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| INFL | 40.36 | 0.69 | +1.75% |
| Horizon Kinetics Inflation Bnfcrs ETF | |||
| AFSM | 29.03 | 0.40 | +1.40% |
| First Trust Active Factor Small Cap ETF | |||
| PMO | 10.76 | 0.05 | +0.47% |
| Putnam Municipal Opportunities Trust | |||
| BIL | 91.72 | 0.02 | +0.02% |
| SPDR® Blmbg 1-3 Mth T-Bill ETF | |||
| SMOG | 100.81 | -0.95 | -0.93% |
| VanEck Low Carbon Energy ETF | |||