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CMCIX vs NRGEX
CMCIX vs NRGEX Comparison
Open Charts CMCIX vs NRGEX
Calvert Small/Mid-Cap I
Price$25.27
Change-$0.61 (-2.36%)
VolumeN/A
Net Assets210.2M
CMCIX vs NRGEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 8.44B vs. CMCIX (210M). NRGEX pays higher dividends than CMCIX: NRGEX (1.23) vs CMCIX (0.16). CMCIX was incepted earlier than NRGEX: CMCIX (15 years) vs NRGEX (4 years). CMCIX (1.26) is less costly to investors than NRGEX (0.68). CMCIX is a more actively managed with annual turnover of: 42.00 vs. NRGEX (23.00). NRGEX has a lower initial minimum investment than CMCIX: NRGEX (0) vs CMCIX (1000000). CMCIX annual gain was more profitable for investors over the last year : -7.52 vs. NRGEX (-12.11).
| CMCIX | NRGEX | CMCIX / NRGEX | |
| Total Expense Ratio | 0.89 | 0.02 | 4,450% |
| Annual Report Gross Expense Ratio | 1.26 | 0.68 | 185% |
| Fund Existence | 15 years | 4 years | - |
| Gain YTD | 3.438 | 5.513 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 210M | 8.44B | 2% |
| Annual Yield % from dividends | 0.16 | 1.23 | 13% |
| Returns for 1 year | -7.52 | -12.11 | 62% |
| Returns for 3 years | -0.10 | -4.30 | 2% |
| Returns for 5 years | -11.33 | N/A | - |
| Returns for 10 years | 40.98 | N/A | - |
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