CSVIX
Price
$33.32
Change
+$0.16 (+0.48%)
Updated
Apr 17 closing price
Net Assets
2.53B
VSCPX
Price
$286.51
Change
+$2.44 (+0.86%)
Updated
Apr 17 closing price
Net Assets
143.36B
Ad is loading...

CSVIX vs VSCPX

Header iconCSVIX vs VSCPX Comparison
Open Charts CSVIX vs VSCPXBanner chart's image
Calvert Small-Cap I
Price$33.32
Change+$0.16 (+0.48%)
VolumeN/A
Net Assets2.53B
Vanguard Small Cap Index InstlPlus
Price$286.51
Change+$2.44 (+0.86%)
VolumeN/A
Net Assets143.36B
CSVIX vs VSCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
CSVIX vs. VSCPX 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 VSCPX is a Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 143B vs. CSVIX (2.53B). VSCPX pays higher dividends than CSVIX: VSCPX (1.54) vs CSVIX (0.33). CSVIX was incepted earlier than VSCPX: CSVIX (20 years) vs VSCPX (14 years). CSVIX (0.94) is less costly to investors than VSCPX (0.03). CSVIX is a more actively managed with annual turnover of: 32.00 vs. VSCPX (12.00). CSVIX has a lower initial minimum investment than VSCPX: CSVIX (1000000) vs VSCPX (100000000). CSVIX annual gain was more profitable for investors over the last year : 0.51 vs. VSCPX (-2.39). VSCPX return over 5 years is better than : 66.94 vs. CSVIX (47.77).
CSVIXVSCPXCSVIX / VSCPX
Total Expense Ratio0.940.033,133%
Annual Report Gross Expense Ratio0.940.033,133%
Fund Existence20 years14 years-
Gain YTD-10.233-14.45071%
Front LoadN/AN/A-
Min. Initial Investment10000001000000001%
Min. Initial Investment IRAN/AN/A-
Net Assets2.53B143B2%
Annual Yield % from dividends0.331.5421%
Returns for 1 year0.51-2.39-21%
Returns for 3 years0.860.58149%
Returns for 5 years47.7766.9471%
Returns for 10 years34.7273.7647%
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 %
WICVX8.440.11
+1.32%
Wasatch Small Cap Value Institutional
PSLGX120.950.80
+0.67%
Putnam Sustainable Leaders R6
BPSIX22.90N/A
N/A
Boston Partners Small Cap Value II I
ENHCX9.78N/A
N/A
Cullen Enhanced Equity Income C
GPGEX7.44N/A
N/A
Grandeur Peak Global Explorer Instl