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CMCIX vs VEXPX
CMCIX vs VEXPX Comparison
Open Charts CMCIX vs VEXPX
Calvert Small/Mid-Cap I
Price$25.35
Change-$0.30 (-1.17%)
VolumeN/A
Net Assets217.57M
CMCIX vs VEXPX Comparison Chart in %
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CMCIX vs. VEXPX commentary
Nov 14, 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 StrongBuy and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.5B vs. CMCIX (218M). CMCIX pays higher dividends than VEXPX: CMCIX (0.41) vs VEXPX (0.38). 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 : -4.98 vs. CMCIX (-14.53). VEXPX return over 5 years is better than : 1.25 vs. CMCIX (-1.53).
| 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 | -5.657 | 6.620 | -85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218M | 20.5B | 1% |
| Annual Yield % from dividends | 0.41 | 0.38 | 108% |
| Returns for 1 year | -14.53 | -4.98 | 292% |
| Returns for 3 years | 5.27 | 19.54 | 27% |
| Returns for 5 years | -1.53 | 1.25 | -123% |
| Returns for 10 years | 11.50 | 38.39 | 30% |
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