CSVIX
Price
$35.66
Change
+$0.38 (+1.08%)
Updated
Sep 26 closing price
Net Assets
2.51B
NAESX
Price
$122.10
Change
+$1.17 (+0.97%)
Updated
Sep 26 closing price
Net Assets
161.26B
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CSVIX vs NAESX

Header iconCSVIX vs NAESX Comparison
Open Charts CSVIX vs NAESXBanner chart's image
Calvert Small-Cap I
Price$35.66
Change+$0.38 (+1.08%)
VolumeN/A
Net Assets2.51B
Vanguard Small Cap Index I
Price$122.10
Change+$1.17 (+0.97%)
VolumeN/A
Net Assets161.26B
CSVIX vs NAESX Comparison Chart in %
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CSVIX vs. NAESX commentary
Sep 29, 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 CSVIX is a Hold and NAESX is a Buy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. CSVIX (2.51B). NAESX pays higher dividends than CSVIX: NAESX (1.20) vs CSVIX (0.31). CSVIX was incepted earlier than NAESX: CSVIX (20 years) vs NAESX (65 years). CSVIX (0.94) is less costly to investors than NAESX (0.17). CSVIX is a more actively managed with annual turnover of: 32.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than CSVIX: NAESX (3000) vs CSVIX (1000000). NAESX annual gain was more profitable for investors over the last year : 8.00 vs. CSVIX (-3.80). NAESX return over 5 years is better than : 71.48 vs. CSVIX (41.06).
CSVIXNAESXCSVIX / NAESX
Total Expense Ratio0.940.17553%
Annual Report Gross Expense Ratio0.940.17553%
Fund Existence20 years65 years-
Gain YTD-3.4656.199-56%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets2.51B161B2%
Annual Yield % from dividends0.311.2026%
Returns for 1 year-3.808.00-48%
Returns for 3 years28.6950.6657%
Returns for 5 years41.0671.4857%
Returns for 10 years57.66148.1439%
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