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CMCIX vs VISGX
CMCIX vs VISGX Comparison
Open Charts CMCIX vs VISGX
Calvert Small/Mid-Cap I
Price$25.27
Change-$0.61 (-2.36%)
VolumeN/A
Net Assets210.2M
Vanguard Small Cap Growth Index I
Price$88.41
Change+$2.93 (+3.43%)
VolumeN/A
Net Assets39.31B
CMCIX vs VISGX Comparison Chart in %
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CMCIX vs. VISGX 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 VISGX is a Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 39.3B vs. CMCIX (210M). VISGX pays higher dividends than CMCIX: VISGX (0.41) vs CMCIX (0.16). CMCIX was incepted earlier than VISGX: CMCIX (15 years) vs VISGX (28 years). CMCIX (1.26) is less costly to investors than VISGX (0.19). CMCIX is a more actively managed with annual turnover of: 42.00 vs. VISGX (21.00). VISGX has a lower initial minimum investment than CMCIX: VISGX (3000) vs CMCIX (1000000). VISGX annual gain was more profitable for investors over the last year : 8.90 vs. CMCIX (-7.52). VISGX return over 5 years is better than : 9.24 vs. CMCIX (-11.33).
| CMCIX | VISGX | CMCIX / VISGX | |
| Total Expense Ratio | 0.89 | 0.19 | 468% |
| Annual Report Gross Expense Ratio | 1.26 | 0.19 | 663% |
| Fund Existence | 15 years | 28 years | - |
| Gain YTD | 3.438 | 4.171 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 210M | 39.3B | 1% |
| Annual Yield % from dividends | 0.16 | 0.41 | 39% |
| Returns for 1 year | -7.52 | 8.90 | -84% |
| Returns for 3 years | -0.10 | 37.14 | -0% |
| Returns for 5 years | -11.33 | 9.24 | -123% |
| Returns for 10 years | 40.98 | 204.50 | 20% |
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