CSVIX
Price
$35.23
Change
+$0.57 (+1.64%)
Updated
May 8 closing price
Net Assets
2.41B
NAESX
Price
$107.04
Change
+$1.67 (+1.58%)
Updated
May 8 closing price
Net Assets
139.54B
Ad is loading...

CSVIX vs NAESX

Header iconCSVIX vs NAESX Comparison
Open Charts CSVIX vs NAESXBanner chart's image
Calvert Small-Cap I
Price$35.23
Change+$0.57 (+1.64%)
VolumeN/A
Net Assets2.41B
Vanguard Small Cap Index I
Price$107.04
Change+$1.67 (+1.58%)
VolumeN/A
Net Assets139.54B
CSVIX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
CSVIX vs. NAESX commentary
May 09, 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.

Ad is loading...
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. CSVIX (2.41B). NAESX pays higher dividends than CSVIX: NAESX (1.43) vs CSVIX (0.34). 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). CSVIX annual gain was more profitable for investors over the last year : 0.62 vs. NAESX (-0.09). NAESX return over 5 years is better than : 65.08 vs. CSVIX (48.50).
CSVIXNAESXCSVIX / NAESX
Total Expense Ratio0.940.17553%
Annual Report Gross Expense Ratio0.940.17553%
Fund Existence20 years65 years-
Gain YTD-6.172-8.41473%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets2.41B140B2%
Annual Yield % from dividends0.341.4324%
Returns for 1 year0.62-0.09-675%
Returns for 3 years15.0720.2774%
Returns for 5 years48.5065.0875%
Returns for 10 years43.1587.8149%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
DFRSX17.670.04
+0.23%
DFA Asia Pacific Small Company I
UBPSX13.06N/A
N/A
ProFunds UltraLatin America Svc
TMCJX46.47N/A
N/A
Touchstone Mid Cap C
LMOPX29.90N/A
N/A
Patient Opportunity C
WSCGX31.03N/A
N/A
Allspring Small Company Growth Inst