CCVAX
Price
$33.29
Change
+$0.25 (+0.76%)
Updated
Jul 25 closing price
Net Assets
2.51B
NAESX
Price
$118.17
Change
+$0.72 (+0.61%)
Updated
Jul 25 closing price
Net Assets
153.28B
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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$33.29
Change+$0.25 (+0.76%)
VolumeN/A
Net Assets2.51B
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
CCVAX vs NAESX Comparison Chart in %
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CCVAX vs. NAESX commentary
Jul 27, 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: 153B 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 : 8.46 vs. CCVAX (1.53). NAESX return over 5 years is better than : 66.66 vs. CCVAX (39.41).
CCVAXNAESXCCVAX / NAESX
Total Expense Ratio1.190.17700%
Annual Report Gross Expense Ratio1.190.17700%
Fund Existence21 years65 years-
Gain YTD-1.1582.781-42%
Front Load5%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets2.51B153B2%
Annual Yield % from dividends0.141.2811%
Returns for 1 year1.538.4618%
Returns for 3 years18.1834.1553%
Returns for 5 years39.4166.6659%
Returns for 10 years45.60114.7140%
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