CMCIX
Price
$26.42
Change
-$0.29 (-1.09%)
Updated
Aug 15 closing price
Net Assets
29.37M
VSGAX
Price
$100.59
Change
+$0.06 (+0.06%)
Updated
Aug 15 closing price
Net Assets
37.46B
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CMCIX vs VSGAX

Header iconCMCIX vs VSGAX Comparison
Open Charts CMCIX vs VSGAXBanner chart's image
Calvert Small/Mid-Cap I
Price$26.42
Change-$0.29 (-1.09%)
VolumeN/A
Net Assets29.37M
Vanguard Small Cap Growth Index Admiral
Price$100.59
Change+$0.06 (+0.06%)
VolumeN/A
Net Assets37.46B
CMCIX vs VSGAX Comparison Chart in %
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VS
CMCIX vs. VSGAX commentary
Aug 18, 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 Buy and VSGAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 37.5B vs. CMCIX (29.4M). VSGAX pays higher dividends than CMCIX: VSGAX (0.53) vs CMCIX (0.40). CMCIX was incepted earlier than VSGAX: CMCIX (14 years) vs VSGAX (14 years). CMCIX (0.96) is less costly to investors than VSGAX (0.07). CMCIX is a more actively managed with annual turnover of: 42.00 vs. VSGAX (21.00). VSGAX has a lower initial minimum investment than CMCIX: VSGAX (3000) vs CMCIX (1000000). VSGAX annual gain was more profitable for investors over the last year : 12.52 vs. CMCIX (-3.99). VSGAX return over 5 years is better than : 34.25 vs. CMCIX (9.26).
CMCIXVSGAXCMCIX / VSGAX
Total Expense Ratio0.900.071,286%
Annual Report Gross Expense Ratio0.960.071,371%
Fund Existence14 years14 years-
Gain YTD-1.6752.256-74%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets29.4M37.5B0%
Annual Yield % from dividends0.400.5375%
Returns for 1 year-3.9912.52-32%
Returns for 3 years0.9421.624%
Returns for 5 years9.2634.2527%
Returns for 10 years8.24121.027%
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