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CMCIX vs VEXRX
CMCIX vs VEXRX Comparison
Open Charts CMCIX vs VEXRX
Calvert Small/Mid-Cap I
Price$25.35
Change-$0.30 (-1.17%)
VolumeN/A
Net Assets217.57M
Vanguard Explorer Adm
Price$110.98
Change-$3.05 (-2.67%)
VolumeN/A
Net Assets20.54B
CMCIX vs VEXRX Comparison Chart in %
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CMCIX vs. VEXRX 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 VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 20.5B vs. CMCIX (218M). VEXRX pays higher dividends than CMCIX: VEXRX (0.49) vs CMCIX (0.41). 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 : -4.89 vs. CMCIX (-14.53). VEXRX return over 5 years is better than : 1.29 vs. CMCIX (-1.53).
| 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 | -5.657 | 6.720 | -84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 50000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218M | 20.5B | 1% |
| Annual Yield % from dividends | 0.41 | 0.49 | 84% |
| Returns for 1 year | -14.53 | -4.89 | 297% |
| Returns for 3 years | 5.27 | 19.65 | 27% |
| Returns for 5 years | -1.53 | 1.29 | -119% |
| Returns for 10 years | 11.50 | 38.49 | 30% |
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