CSVIX
Price
$37.00
Change
-$0.41 (-1.10%)
Updated
Sep 20 closing price
VSMAX
Price
$113.13
Change
-$0.77 (-0.68%)
Updated
Sep 20 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$37.00
Change-$0.41 (-1.10%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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CSVIX vs VSMAX Comparison Chart
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VS
CSVIX vs. VSMAX commentary
Sep 21, 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: 149B vs. CSVIX (2.82B). VSMAX pays higher dividends than CSVIX: VSMAX (1.42) vs CSVIX (0.30). CSVIX was incepted earlier than VSMAX: CSVIX (19 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 : 25.54 vs. CSVIX (23.46). VSMAX return over 5 years is better than : 53.45 vs. CSVIX (35.62).
CSVIXVSMAXCSVIX / VSMAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence19 years24 years-
Gain YTD12.04010.898110%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets2.82B149B2%
Annual Yield % from dividends0.301.4221%
Returns for 1 year23.4625.5492%
Returns for 3 years4.918.9155%
Returns for 5 years35.6253.4567%
Returns for 10 years56.52121.5546%
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