CSVIX
Price
$34.21
Change
-$0.47 (-1.36%)
Updated
Nov 13 closing price
Net Assets
2.22B
VSMAX
Price
$119.94
Change
-$2.71 (-2.21%)
Updated
Nov 13 closing price
Net Assets
161.58B
Interact to see
Advertisement

CSVIX vs VSMAX

Header iconCSVIX vs VSMAX Comparison
Open Charts CSVIX vs VSMAXBanner chart's image
Calvert Small-Cap I
Price$34.21
Change-$0.47 (-1.36%)
VolumeN/A
Net Assets2.22B
Vanguard Small Cap Index Admiral Shares
Price$119.94
Change-$2.71 (-2.21%)
VolumeN/A
Net Assets161.58B
CSVIX vs VSMAX Comparison Chart in %
View a ticker or compare two or three
VS
CSVIX vs. VSMAX commentary
Nov 14, 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 VSMAX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. CSVIX (2.22B). VSMAX pays higher dividends than CSVIX: VSMAX (1.34) vs CSVIX (0.33). CSVIX was incepted earlier than VSMAX: CSVIX (21 years) vs VSMAX (25 years). CSVIX (0.94) is less costly to investors than VSMAX (0.05). CSVIX is a more actively managed with annual turnover of: 32.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than CSVIX: VSMAX (3000) vs CSVIX (1000000). VSMAX annual gain was more profitable for investors over the last year : -0.30 vs. CSVIX (-12.89). VSMAX return over 5 years is better than : 45.13 vs. CSVIX (17.04).
CSVIXVSMAXCSVIX / VSMAX
Total Expense Ratio0.940.051,880%
Annual Report Gross Expense Ratio0.940.051,880%
Fund Existence21 years25 years-
Gain YTD-7.3904.398-168%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets2.22B162B1%
Annual Yield % from dividends0.331.3425%
Returns for 1 year-12.89-0.304,228%
Returns for 3 years11.1631.9935%
Returns for 5 years17.0445.1338%
Returns for 10 years46.07130.6435%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
MBIRX61.28N/A
N/A
Morgan Stanley Insight IR
JHDFX19.62-0.18
-0.91%
JPMorgan Hedged Equity 2 R5
IPESX5.49-0.07
-1.26%
Voya Large Cap Value Port S
CSDGX15.36-0.20
-1.29%
Copeland SMID Cap Dividend Growth A
LIAGX17.14-0.33
-1.89%
Lord Abbett International Growth I