CSIEX vs. VEIGX
Compare and contrast key facts about Calvert Equity Fund (CSIEX) and Vanguard Global ESG Select Stock Fund Investor Shares (VEIGX).
CSIEX is managed by Calvert Research and Management. It was launched on Aug 24, 1987. VEIGX is managed by Vanguard. It was launched on Jun 5, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSIEX or VEIGX.
Correlation
The correlation between CSIEX and VEIGX is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
CSIEX vs. VEIGX - Performance Comparison
Key characteristics
CSIEX:
0.11
VEIGX:
1.41
CSIEX:
0.21
VEIGX:
1.94
CSIEX:
1.03
VEIGX:
1.25
CSIEX:
0.11
VEIGX:
2.17
CSIEX:
0.33
VEIGX:
5.95
CSIEX:
4.32%
VEIGX:
2.51%
CSIEX:
13.42%
VEIGX:
10.59%
CSIEX:
-57.51%
VEIGX:
-30.54%
CSIEX:
-9.20%
VEIGX:
-2.64%
Returns By Period
In the year-to-date period, CSIEX achieves a 2.69% return, which is significantly lower than VEIGX's 3.05% return.
CSIEX
2.69%
0.67%
-6.26%
0.36%
5.93%
4.72%
VEIGX
3.05%
1.75%
3.15%
12.98%
11.49%
N/A
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CSIEX vs. VEIGX - Expense Ratio Comparison
CSIEX has a 0.91% expense ratio, which is higher than VEIGX's 0.56% expense ratio.
Risk-Adjusted Performance
CSIEX vs. VEIGX — Risk-Adjusted Performance Rank
CSIEX
VEIGX
CSIEX vs. VEIGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Calvert Equity Fund (CSIEX) and Vanguard Global ESG Select Stock Fund Investor Shares (VEIGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
CSIEX vs. VEIGX - Dividend Comparison
CSIEX's dividend yield for the trailing twelve months is around 0.17%, less than VEIGX's 1.63% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSIEX Calvert Equity Fund | 0.17% | 0.18% | 0.18% | 0.00% | 0.00% | 0.00% | 0.03% | 0.03% | 0.11% | 0.16% | 0.32% | 0.04% |
VEIGX Vanguard Global ESG Select Stock Fund Investor Shares | 1.63% | 1.68% | 1.72% | 1.69% | 1.22% | 0.86% | 0.74% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CSIEX vs. VEIGX - Drawdown Comparison
The maximum CSIEX drawdown since its inception was -57.51%, which is greater than VEIGX's maximum drawdown of -30.54%. Use the drawdown chart below to compare losses from any high point for CSIEX and VEIGX. For additional features, visit the drawdowns tool.
Volatility
CSIEX vs. VEIGX - Volatility Comparison
Calvert Equity Fund (CSIEX) has a higher volatility of 2.82% compared to Vanguard Global ESG Select Stock Fund Investor Shares (VEIGX) at 2.53%. This indicates that CSIEX's price experiences larger fluctuations and is considered to be riskier than VEIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.