CCVAX
Price
$33.74
Change
-$0.03 (-0.09%)
Updated
Sep 8 closing price
Net Assets
2.42B
NAESX
Price
$122.59
Change
+$0.15 (+0.12%)
Updated
Sep 8 closing price
Net Assets
161.26B
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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$33.74
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets2.42B
Vanguard Small Cap Index I
Price$122.59
Change+$0.15 (+0.12%)
VolumeN/A
Net Assets161.26B
CCVAX vs NAESX Comparison Chart in %
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CCVAX vs. NAESX commentary
Sep 09, 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 Hold.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. CCVAX (2.43B). NAESX pays higher dividends than CCVAX: NAESX (1.20) 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 : 15.53 vs. CCVAX (3.50). NAESX return over 5 years is better than : 68.06 vs. CCVAX (36.46).
CCVAXNAESXCCVAX / NAESX
Total Expense Ratio1.190.17700%
Annual Report Gross Expense Ratio1.190.17700%
Fund Existence21 years65 years-
Gain YTD0.2676.6254%
Front Load5%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets2.43B161B2%
Annual Yield % from dividends0.141.2011%
Returns for 1 year3.5015.5323%
Returns for 3 years25.3432.3978%
Returns for 5 years36.4668.0654%
Returns for 10 years49.46133.6337%
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