CSMVX yields 2.74% · CL yields 4.00%● Live data
📍 CL pulled ahead of the other in Year 1
Combined, CSMVX + CL cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of CSMVX + CL for your $10,000?
The fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in the common stocks of small cap companies. The advisor defines small cap companies as those companies with market capitalizations not exceeding the highest market capitalization in the Russell 2000® Growth Index during the preceding 12 months. It may invest in companies across all sectors of the economy, but may favor companies in particular sectors or industries at different times.
Full CSMVX Calculator →CL is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in CL shares.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.