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CMCIX vs VSGIX
CMCIX vs VSGIX Comparison
Open Charts CMCIX vs VSGIX
Calvert Small/Mid-Cap I
Price$25.68
Change-$0.45 (-1.72%)
VolumeN/A
Net Assets29.82M
Vanguard Small Cap Growth Index I
Price$75.25
Change-$1.25 (-1.63%)
VolumeN/A
Net Assets34.95B
CMCIX vs VSGIX Comparison Chart
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CMCIX vs. VSGIX commentary
Jun 16, 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 VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35B vs. CMCIX (29.8M). VSGIX pays higher dividends than CMCIX: VSGIX (0.58) vs CMCIX (0.40). CMCIX was incepted earlier than VSGIX: CMCIX (14 years) vs VSGIX (25 years). CMCIX (0.96) is less costly to investors than VSGIX (0.06). CMCIX is a more actively managed with annual turnover of: 42.00 vs. VSGIX (21.00). CMCIX has a lower initial minimum investment than VSGIX: CMCIX (1000000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 7.16 vs. CMCIX (-2.48). VSGIX return over 5 years is better than : 40.60 vs. CMCIX (18.89).
| CMCIX | VSGIX | CMCIX / VSGIX | |
| Total Expense Ratio | 0.90 | 0.06 | 1,500% |
| Annual Report Gross Expense Ratio | 0.96 | 0.06 | 1,600% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | -4.429 | -4.502 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8M | 35B | 0% |
| Annual Yield % from dividends | 0.40 | 0.58 | 70% |
| Returns for 1 year | -2.48 | 7.16 | -35% |
| Returns for 3 years | 13.40 | 38.64 | 35% |
| Returns for 5 years | 18.89 | 40.60 | 47% |
| Returns for 10 years | 3.68 | 101.47 | 4% |
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