CSVIX
Price
$36.25
Change
-$0.42 (-1.15%)
Updated
Aug 15 closing price
Net Assets
2.42B
NAESX
Price
$117.84
Change
-$0.44 (-0.37%)
Updated
Aug 15 closing price
Net Assets
154.18B
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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$36.25
Change-$0.42 (-1.15%)
VolumeN/A
Net Assets2.42B
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
CSVIX vs NAESX Comparison Chart in %
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CSVIX vs. NAESX 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 CSVIX is a StrongBuy and NAESX is a Hold.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. CSVIX (2.43B). NAESX pays higher dividends than CSVIX: NAESX (1.25) vs CSVIX (0.33). 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 : 9.15 vs. CSVIX (1.73). NAESX return over 5 years is better than : 57.53 vs. CSVIX (33.61).
CSVIXNAESXCSVIX / NAESX
Total Expense Ratio0.940.17553%
Annual Report Gross Expense Ratio0.940.17553%
Fund Existence20 years65 years-
Gain YTD-1.8682.494-75%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets2.43B154B2%
Annual Yield % from dividends0.331.2526%
Returns for 1 year1.739.1519%
Returns for 3 years10.0920.3949%
Returns for 5 years33.6157.5358%
Returns for 10 years46.86112.5942%
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