CCVAX
Price
$33.01
Change
-$0.38 (-1.14%)
Updated
Aug 15 closing price
Net Assets
2.42B
NAESX
Price
$117.84
Change
-$0.44 (-0.37%)
Updated
Aug 15 closing price
Net Assets
154.18B
Interact to see
Advertisement

CCVAX vs NAESX

Header iconCCVAX vs NAESX Comparison
Open Charts CCVAX vs NAESXBanner chart's image
Calvert Small-Cap A
Price$33.01
Change-$0.38 (-1.14%)
VolumeN/A
Net Assets2.42B
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
CCVAX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
CCVAX vs. NAESX commentary
Aug 18, 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 StrongBuy and NAESX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. CCVAX (2.43B). NAESX pays higher dividends than CCVAX: NAESX (1.25) 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 : 9.15 vs. CCVAX (1.39). NAESX return over 5 years is better than : 57.53 vs. CCVAX (31.06).
CCVAXNAESXCCVAX / NAESX
Total Expense Ratio1.190.17700%
Annual Report Gross Expense Ratio1.190.17700%
Fund Existence21 years65 years-
Gain YTD-1.9892.494-80%
Front Load5%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets2.43B154B2%
Annual Yield % from dividends0.141.2511%
Returns for 1 year1.399.1515%
Returns for 3 years9.0420.3944%
Returns for 5 years31.0657.5354%
Returns for 10 years38.92112.5935%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
MLSS0.650.07
+12.22%
Milestone Scientific
MOBBW0.95N/A
+0.11%
Mobilicom Limited
OOMA11.37N/A
N/A
Ooma
CORT71.75-0.26
-0.35%
Corcept Therapeutics
SHCO7.64-0.18
-2.24%
Soho House & Co