CCVAX
Price
$33.01
Change
-$0.38 (-1.14%)
Updated
Aug 15 closing price
Net Assets
2.42B
VSMAX
Price
$117.86
Change
-$0.44 (-0.37%)
Updated
Aug 15 closing price
Net Assets
154.18B
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CCVAX vs VSMAX

Header iconCCVAX vs VSMAX Comparison
Open Charts CCVAX vs VSMAXBanner chart's image
Calvert Small-Cap A
Price$33.01
Change-$0.38 (-1.14%)
VolumeN/A
Net Assets2.42B
Vanguard Small Cap Index Admiral Shares
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
CCVAX vs VSMAX Comparison Chart in %
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VS
CCVAX vs. VSMAX 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 VSMAX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. CCVAX (2.43B). VSMAX pays higher dividends than CCVAX: VSMAX (1.37) vs CCVAX (0.14). CCVAX was incepted earlier than VSMAX: CCVAX (21 years) vs VSMAX (25 years). CCVAX (1.19) is less costly to investors than VSMAX (0.05). CCVAX is a more actively managed with annual turnover of: 32.00 vs. VSMAX (13.00). CCVAX has a lower initial minimum investment than VSMAX: CCVAX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 9.17 vs. CCVAX (1.39). VSMAX return over 5 years is better than : 57.73 vs. CCVAX (31.06).
CCVAXVSMAXCCVAX / VSMAX
Total Expense Ratio1.190.052,380%
Annual Report Gross Expense Ratio1.190.052,380%
Fund Existence21 years25 years-
Gain YTD-1.9892.517-79%
Front Load5%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets2.43B154B2%
Annual Yield % from dividends0.141.3710%
Returns for 1 year1.399.1715%
Returns for 3 years9.0420.4844%
Returns for 5 years31.0657.7354%
Returns for 10 years38.92113.1234%
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