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CMCIX vs VEXRX
CMCIX vs VEXRX Comparison
Open Charts CMCIX vs VEXRX
Calvert Small/Mid-Cap I
Price$24.98
Change-$0.11 (-0.44%)
VolumeN/A
Net Assets215.36M
Vanguard Explorer Adm
Price$116.76
Change-$1.98 (-1.67%)
VolumeN/A
Net Assets20.72B
CMCIX vs VEXRX Comparison Chart in %
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CMCIX vs. VEXRX commentary
Dec 13, 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 Hold and VEXRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 20.7B vs. CMCIX (215M). VEXRX pays higher dividends than CMCIX: VEXRX (0.48) 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 : -1.28 vs. CMCIX (-11.65). VEXRX return over 5 years is better than : -2.64 vs. CMCIX (-4.83).
| 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 | -6.624 | 11.128 | -60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 50000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 215M | 20.7B | 1% |
| Annual Yield % from dividends | 0.41 | 0.48 | 85% |
| Returns for 1 year | -11.65 | -1.28 | 907% |
| Returns for 3 years | 2.70 | 26.65 | 10% |
| Returns for 5 years | -4.83 | -2.64 | 183% |
| Returns for 10 years | 14.89 | 47.18 | 32% |
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