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CMCIX vs VEXRX
CMCIX vs VEXRX Comparison
Open Charts CMCIX vs VEXRX
Calvert Small/Mid-Cap I
Price$25.54
Change+$0.16 (+0.63%)
VolumeN/A
Net Assets206.6M
Vanguard Explorer Adm
Price$112.62
Change+$0.02 (+0.02%)
VolumeN/A
Net Assets20.23B
CMCIX vs VEXRX Comparison Chart in %
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CMCIX vs. VEXRX 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 VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 20.2B vs. CMCIX (207M). VEXRX pays higher dividends than CMCIX: VEXRX (0.56) vs CMCIX (0.17). CMCIX was incepted earlier than VEXRX: CMCIX (14 years) vs VEXRX (24 years). CMCIX (1.26) is less costly to investors than VEXRX (0.33). CMCIX is a more actively managed with annual turnover of: 42.00 vs. VEXRX (35.00). 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 : 4.31 vs. CMCIX (-5.08). CMCIX (-9.27) and VEXRX (-9.51) have equivalent 5 years return.
| CMCIX | VEXRX | CMCIX / VEXRX | |
| Total Expense Ratio | 0.89 | 0.33 | 270% |
| Annual Report Gross Expense Ratio | 1.26 | 0.33 | 382% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 4.544 | 5.558 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 50000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207M | 20.2B | 1% |
| Annual Yield % from dividends | 0.17 | 0.56 | 29% |
| Returns for 1 year | -5.08 | 4.31 | -118% |
| Returns for 3 years | 5.71 | 22.23 | 26% |
| Returns for 5 years | -9.27 | -9.51 | 98% |
| Returns for 10 years | 42.41 | 69.73 | 61% |
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