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CSVIX
Price
$40.09
Change
+$0.61 (+1.55%)
Updated
Nov 22 closing price
VSMAX
Price
$123.45
Change
+$1.87 (+1.54%)
Updated
Nov 22 closing price
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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$40.09
Change+$0.61 (+1.55%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index
Price$123.45
Change+$1.87 (+1.54%)
VolumeN/A
CapitalizationN/A
CSVIX vs VSMAX Comparison Chart
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VS
CSVIX vs. VSMAX commentary
Nov 23, 2024

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 StrongBuy and VSMAX is a StrongBuy.

FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. CSVIX (2.74B). VSMAX pays higher dividends than CSVIX: VSMAX (1.42) vs CSVIX (0.30). CSVIX was incepted earlier than VSMAX: CSVIX (20 years) vs VSMAX (24 years). CSVIX is a more actively managed with annual turnover of: 44.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than CSVIX: VSMAX (3000) vs CSVIX (1000000). VSMAX annual gain was more profitable for investors over the last year : 32.49 vs. CSVIX (29.48). VSMAX return over 5 years is better than : 61.09 vs. CSVIX (43.95).
CSVIXVSMAXCSVIX / VSMAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence20 years24 years-
Gain YTD18.23919.26595%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets2.74B151B2%
Annual Yield % from dividends0.301.4221%
Returns for 1 year29.4832.4991%
Returns for 3 years2.4010.6623%
Returns for 5 years43.9561.0972%
Returns for 10 years54.32126.8043%
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