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CMCIX vs VEXRX
CMCIX vs VEXRX Comparison
Open Charts CMCIX vs VEXRX
Calvert Small/Mid-Cap I
Price$25.27
Change-$0.61 (-2.36%)
VolumeN/A
Net Assets210.2M
Vanguard Explorer Adm
Price$111.06
Change-$1.83 (-1.62%)
VolumeN/A
Net Assets20.23B
CMCIX vs VEXRX Comparison Chart in %
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CMCIX vs. VEXRX commentary
Feb 05, 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 Buy and VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 20.2B vs. CMCIX (210M). VEXRX pays higher dividends than CMCIX: VEXRX (0.54) vs CMCIX (0.16). CMCIX was incepted earlier than VEXRX: CMCIX (15 years) vs VEXRX (24 years). CMCIX (1.26) is less costly to investors than VEXRX (0.33). VEXRX is a more actively managed with annual turnover of: 51.00 vs. CMCIX (42.00). VEXRX has a lower initial minimum investment than CMCIX: VEXRX (50000) vs CMCIX (1000000). VEXRX annual gain was more profitable for investors over the last year : 0.66 vs. CMCIX (-7.52). CMCIX return over 5 years is better than : -11.33 vs. VEXRX (-12.97).
| CMCIX | VEXRX | CMCIX / VEXRX | |
| Total Expense Ratio | 0.89 | 0.33 | 270% |
| Annual Report Gross Expense Ratio | 1.26 | 0.33 | 382% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 3.438 | 4.096 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 50000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 210M | 20.2B | 1% |
| Annual Yield % from dividends | 0.16 | 0.54 | 30% |
| Returns for 1 year | -7.52 | 0.66 | -1,137% |
| Returns for 3 years | -0.10 | 13.57 | -1% |
| Returns for 5 years | -11.33 | -12.97 | 87% |
| Returns for 10 years | 40.98 | 72.29 | 57% |
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