CSVIX
Price
$35.65
Change
+$0.46 (+1.31%)
Updated
Oct 20 closing price
Net Assets
2.37B
VSMAX
Price
$122.99
Change
+$1.67 (+1.38%)
Updated
Oct 20 closing price
Net Assets
162.36B
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CSVIX vs VSMAX

Header iconCSVIX vs VSMAX Comparison
Open Charts CSVIX vs VSMAXBanner chart's image
Calvert Small-Cap I
Price$35.65
Change+$0.46 (+1.31%)
VolumeN/A
Net Assets2.37B
Vanguard Small Cap Index Admiral Shares
Price$122.99
Change+$1.67 (+1.38%)
VolumeN/A
Net Assets162.36B
CSVIX vs VSMAX Comparison Chart in %
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VS
CSVIX vs. VSMAX commentary
Oct 21, 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.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. CSVIX (2.37B). VSMAX pays higher dividends than CSVIX: VSMAX (1.34) vs CSVIX (0.33). CSVIX was incepted earlier than VSMAX: CSVIX (20 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 : 4.95 vs. CSVIX (-6.75). VSMAX return over 5 years is better than : 55.46 vs. CSVIX (27.88).
CSVIXVSMAXCSVIX / VSMAX
Total Expense Ratio0.940.051,880%
Annual Report Gross Expense Ratio0.940.051,880%
Fund Existence20 years25 years-
Gain YTD-4.7375.599-85%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets2.37B162B1%
Annual Yield % from dividends0.331.3424%
Returns for 1 year-6.754.95-137%
Returns for 3 years20.4842.0249%
Returns for 5 years27.8855.4650%
Returns for 10 years46.16130.8635%
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