CSVIX
Price
$35.23
Change
+$0.57 (+1.64%)
Updated
May 8 closing price
Net Assets
2.41B
VSMAX
Price
$107.05
Change
+$1.66 (+1.58%)
Updated
May 8 closing price
Net Assets
139.54B
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CSVIX vs VSMAX

Header iconCSVIX vs VSMAX Comparison
Open Charts CSVIX vs VSMAXBanner chart's image
Calvert Small-Cap I
Price$35.23
Change+$0.57 (+1.64%)
VolumeN/A
Net Assets2.41B
Vanguard Small Cap Index Admiral Shares
Price$107.05
Change+$1.66 (+1.58%)
VolumeN/A
Net Assets139.54B
CSVIX vs VSMAX Comparison Chart
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VS
CSVIX vs. VSMAX 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 VSMAX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. CSVIX (2.41B). VSMAX pays higher dividends than CSVIX: VSMAX (1.56) vs CSVIX (0.34). CSVIX was incepted earlier than VSMAX: CSVIX (20 years) vs VSMAX (25 years). CSVIX (0.94) is less costly to investors than VSMAX (0.05). CSVIX is a more actively managed with annual turnover of: 32.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than CSVIX: VSMAX (3000) vs CSVIX (1000000). CSVIX annual gain was more profitable for investors over the last year : 0.62 vs. VSMAX (-0.07). VSMAX return over 5 years is better than : 65.26 vs. CSVIX (48.50).
CSVIXVSMAXCSVIX / VSMAX
Total Expense Ratio0.940.051,880%
Annual Report Gross Expense Ratio0.940.051,880%
Fund Existence20 years25 years-
Gain YTD-6.172-8.39774%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets2.41B140B2%
Annual Yield % from dividends0.341.5622%
Returns for 1 year0.62-0.07-855%
Returns for 3 years15.0720.3774%
Returns for 5 years48.5065.2674%
Returns for 10 years43.1588.3149%
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