CSVIX
Price
$36.56
Change
+$0.28 (+0.77%)
Updated
Jul 25 closing price
Net Assets
2.51B
NAESX
Price
$118.17
Change
+$0.72 (+0.61%)
Updated
Jul 25 closing price
Net Assets
153.28B
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CSVIX vs NAESX

Header iconCSVIX vs NAESX Comparison
Open Charts CSVIX vs NAESXBanner chart's image
Calvert Small-Cap I
Price$36.56
Change+$0.28 (+0.77%)
VolumeN/A
Net Assets2.51B
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
CSVIX vs NAESX Comparison Chart in %
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CSVIX vs. NAESX commentary
Jul 26, 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.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B 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 : 7.80 vs. CSVIX (1.13). NAESX return over 5 years is better than : 65.65 vs. CSVIX (41.08).
CSVIXNAESXCSVIX / NAESX
Total Expense Ratio0.940.17553%
Annual Report Gross Expense Ratio0.940.17553%
Fund Existence20 years65 years-
Gain YTD-1.7872.154-83%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets2.51B153B2%
Annual Yield % from dividends0.321.2825%
Returns for 1 year1.137.8015%
Returns for 3 years18.4233.3355%
Returns for 5 years41.0865.6563%
Returns for 10 years52.74113.4147%
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