CSVIX
Price
$37.09
Change
+$0.06 (+0.16%)
Updated
Sep 5 closing price
Net Assets
2.42B
VSMAX
Price
$122.47
Change
+$0.86 (+0.71%)
Updated
Sep 5 closing price
Net Assets
161.26B
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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$37.09
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets2.42B
Vanguard Small Cap Index Admiral Shares
Price$122.47
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
CSVIX vs VSMAX Comparison Chart in %
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VS
CSVIX vs. VSMAX commentary
Sep 07, 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 Hold.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. CSVIX (2.43B). VSMAX pays higher dividends than CSVIX: VSMAX (1.31) vs CSVIX (0.31). 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). VSMAX annual gain was more profitable for investors over the last year : 13.64 vs. CSVIX (3.85). VSMAX return over 5 years is better than : 66.80 vs. CSVIX (39.09).
CSVIXVSMAXCSVIX / VSMAX
Total Expense Ratio0.940.051,880%
Annual Report Gross Expense Ratio0.940.051,880%
Fund Existence20 years25 years-
Gain YTD0.4066.5276%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets2.43B161B2%
Annual Yield % from dividends0.311.3124%
Returns for 1 year3.8513.6428%
Returns for 3 years26.5639.3567%
Returns for 5 years39.0966.8059%
Returns for 10 years57.97132.9044%
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