CSVIX
Price
$37.07
Change
+$0.25 (+0.68%)
Updated
Jul 3 closing price
Net Assets
2.51B
VSMAX
Price
$116.63
Change
+$0.83 (+0.72%)
Updated
Jul 3 closing price
Net Assets
147.56B
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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$37.07
Change+$0.25 (+0.68%)
VolumeN/A
Net Assets2.51B
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
CSVIX vs VSMAX Comparison Chart in %
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VS
CSVIX vs. VSMAX commentary
Jul 07, 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 Buy and VSMAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. CSVIX (2.51B). VSMAX pays higher dividends than CSVIX: VSMAX (1.40) vs CSVIX (0.32). 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 : 12.25 vs. CSVIX (9.64). VSMAX return over 5 years is better than : 69.54 vs. CSVIX (49.38).
CSVIXVSMAXCSVIX / VSMAX
Total Expense Ratio0.940.051,880%
Annual Report Gross Expense Ratio0.940.051,880%
Fund Existence20 years25 years-
Gain YTD0.3521.44724%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets2.51B148B2%
Annual Yield % from dividends0.321.4023%
Returns for 1 year9.6412.2579%
Returns for 3 years25.3437.9567%
Returns for 5 years49.3869.5471%
Returns for 10 years52.30109.3448%
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