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CMCIX vs VEXPX
CMCIX vs VEXPX Comparison
Open Charts CMCIX vs VEXPX
Calvert Small/Mid-Cap I
Price$25.54
Change+$0.16 (+0.63%)
VolumeN/A
Net Assets206.6M
CMCIX vs VEXPX Comparison Chart in %
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CMCIX vs. VEXPX commentary
Jan 16, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.2B vs. CMCIX (207M). VEXPX pays higher dividends than CMCIX: VEXPX (0.42) vs CMCIX (0.17). 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 : 4.35 vs. CMCIX (-5.08). CMCIX (-9.27) and VEXPX (-9.52) have equivalent 5 years return.
| 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 | 4.544 | 5.557 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207M | 20.2B | 1% |
| Annual Yield % from dividends | 0.17 | 0.42 | 39% |
| Returns for 1 year | -5.08 | 4.35 | -117% |
| Returns for 3 years | 5.71 | 22.13 | 26% |
| Returns for 5 years | -9.27 | -9.52 | 97% |
| Returns for 10 years | 42.41 | 69.55 | 61% |
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