CSVIX
Price
$33.32
Change
+$0.16 (+0.48%)
Updated
Apr 17 closing price
Net Assets
2.53B
NAESX
Price
$99.26
Change
+$0.85 (+0.86%)
Updated
Apr 17 closing price
Net Assets
143.36B
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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$33.32
Change+$0.16 (+0.48%)
VolumeN/A
Net Assets2.53B
Vanguard Small Cap Index I
Price$99.26
Change+$0.85 (+0.86%)
VolumeN/A
Net Assets143.36B
CSVIX vs NAESX Comparison Chart
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CSVIX vs. NAESX commentary
Apr 18, 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: 143B vs. CSVIX (2.53B). NAESX pays higher dividends than CSVIX: NAESX (1.39) vs CSVIX (0.33). 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 (12.00). NAESX has a lower initial minimum investment than CSVIX: NAESX (3000) vs CSVIX (1000000). CSVIX annual gain was more profitable for investors over the last year : 0.51 vs. NAESX (-2.42). NAESX return over 5 years is better than : 66.71 vs. CSVIX (47.77).
CSVIXNAESXCSVIX / NAESX
Total Expense Ratio0.940.17553%
Annual Report Gross Expense Ratio0.940.17553%
Fund Existence20 years65 years-
Gain YTD-10.233-14.46471%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets2.53B143B2%
Annual Yield % from dividends0.331.3924%
Returns for 1 year0.51-2.42-21%
Returns for 3 years0.860.49176%
Returns for 5 years47.7766.7172%
Returns for 10 years34.7273.2047%
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