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CMCIX vs VEXPX
CMCIX vs VEXPX Comparison
Open Charts CMCIX vs VEXPX
Calvert Small/Mid-Cap I
Price$24.98
Change-$0.11 (-0.44%)
VolumeN/A
Net Assets215.36M
CMCIX vs VEXPX Comparison Chart in %
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CMCIX vs. VEXPX commentary
Dec 13, 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 CMCIX is a Hold and VEXPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.7B vs. CMCIX (215M). CMCIX pays higher dividends than VEXPX: CMCIX (0.41) vs VEXPX (0.37). CMCIX was incepted earlier than VEXPX: CMCIX (14 years) vs VEXPX (58 years). CMCIX (1.26) is less costly to investors than VEXPX (0.44). CMCIX is a more actively managed with annual turnover of: 42.00 vs. VEXPX (35.00). VEXPX has a lower initial minimum investment than CMCIX: VEXPX (3000) vs CMCIX (1000000). VEXPX annual gain was more profitable for investors over the last year : -1.38 vs. CMCIX (-11.65). VEXPX return over 5 years is better than : -2.69 vs. CMCIX (-4.83).
| CMCIX | VEXPX | CMCIX / VEXPX | |
| Total Expense Ratio | 0.89 | 0.44 | 202% |
| Annual Report Gross Expense Ratio | 1.26 | 0.44 | 286% |
| Fund Existence | 14 years | 58 years | - |
| Gain YTD | -6.624 | 11.013 | -60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 215M | 20.7B | 1% |
| Annual Yield % from dividends | 0.41 | 0.37 | 109% |
| Returns for 1 year | -11.65 | -1.38 | 844% |
| Returns for 3 years | 2.70 | 26.53 | 10% |
| Returns for 5 years | -4.83 | -2.69 | 180% |
| Returns for 10 years | 14.89 | 47.06 | 32% |
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