CSVIX
Price
$37.07
Change
+$0.25 (+0.68%)
Updated
Jul 3 closing price
Net Assets
2.51B
NAESX
Price
$116.62
Change
+$0.82 (+0.71%)
Updated
Jul 3 closing price
Net Assets
147.56B
Interact to see
Advertisement

CSVIX vs NAESX

Header iconCSVIX vs NAESX Comparison
Open Charts CSVIX vs NAESXBanner chart's image
Calvert Small-Cap I
Price$37.07
Change+$0.25 (+0.68%)
VolumeN/A
Net Assets2.51B
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
CSVIX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
CSVIX vs. NAESX commentary
Jul 05, 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 CSVIX is a Buy and NAESX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. CSVIX (2.51B). NAESX pays higher dividends than CSVIX: NAESX (1.28) vs CSVIX (0.32). CSVIX was incepted earlier than NAESX: CSVIX (20 years) vs NAESX (65 years). CSVIX (0.94) is less costly to investors than NAESX (0.17). CSVIX is a more actively managed with annual turnover of: 32.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than CSVIX: NAESX (3000) vs CSVIX (1000000). NAESX annual gain was more profitable for investors over the last year : 12.22 vs. CSVIX (9.64). NAESX return over 5 years is better than : 69.32 vs. CSVIX (49.38).
CSVIXNAESXCSVIX / NAESX
Total Expense Ratio0.940.17553%
Annual Report Gross Expense Ratio0.940.17553%
Fund Existence20 years65 years-
Gain YTD0.3521.43225%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets2.51B148B2%
Annual Yield % from dividends0.321.2825%
Returns for 1 year9.6412.2279%
Returns for 3 years25.3437.8367%
Returns for 5 years49.3869.3271%
Returns for 10 years52.30108.8348%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
DNTH18.850.47
+2.56%
Dianthus Therapeutics
FSFG26.050.30
+1.17%
First Savings Financial Group
NWTG1.580.01
+0.64%
Newton Golf Company Inc
VCTR65.020.28
+0.43%
Victory Capital Holdings
RKLB35.66-0.02
-0.06%
Rocket Lab Corporation