CCVAX
Price
$33.76
Change
+$0.23 (+0.69%)
Updated
Jul 3 closing price
Net Assets
2.51B
NAESX
Price
$116.62
Change
+$0.82 (+0.71%)
Updated
Jul 3 closing price
Net Assets
147.56B
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CCVAX vs NAESX

Header iconCCVAX vs NAESX Comparison
Open Charts CCVAX vs NAESXBanner chart's image
Calvert Small-Cap A
Price$33.76
Change+$0.23 (+0.69%)
VolumeN/A
Net Assets2.51B
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
CCVAX vs NAESX Comparison Chart in %
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CCVAX vs. NAESX commentary
Jul 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 CCVAX is a Buy and NAESX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. CCVAX (2.51B). NAESX pays higher dividends than CCVAX: NAESX (1.28) vs CCVAX (0.14). CCVAX was incepted earlier than NAESX: CCVAX (21 years) vs NAESX (65 years). CCVAX (1.19) is less costly to investors than NAESX (0.17). CCVAX is a more actively managed with annual turnover of: 32.00 vs. NAESX (13.00). CCVAX has a lower initial minimum investment than NAESX: CCVAX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 12.22 vs. CCVAX (9.26). NAESX return over 5 years is better than : 69.32 vs. CCVAX (46.52).
CCVAXNAESXCCVAX / NAESX
Total Expense Ratio1.190.17700%
Annual Report Gross Expense Ratio1.190.17700%
Fund Existence21 years65 years-
Gain YTD0.2381.43217%
Front Load5%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets2.51B148B2%
Annual Yield % from dividends0.141.2811%
Returns for 1 year9.2612.2276%
Returns for 3 years24.1637.8364%
Returns for 5 years46.5269.3267%
Returns for 10 years44.01108.8340%
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