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CMPAX vs VEXPX
CMPAX vs VEXPX Comparison
Open Charts CMPAX vs VEXPX
Calvert Small/Mid-Cap A
Price$25.26
Change+$0.13 (+0.52%)
VolumeN/A
Net Assets29.8M
CMPAX vs VEXPX Comparison Chart in %
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CMPAX vs. VEXPX commentary
Jul 17, 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 CMPAX is a Hold and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.1B vs. CMPAX (29.8M). VEXPX pays higher dividends than CMPAX: VEXPX (0.40) vs CMPAX (0.16). CMPAX was incepted earlier than VEXPX: CMPAX (57 years) vs VEXPX (58 years). CMPAX (1.21) is less costly to investors than VEXPX (0.44). CMPAX is a more actively managed with annual turnover of: 42.00 vs. VEXPX (35.00). CMPAX has a lower initial minimum investment than VEXPX: CMPAX (1000) vs VEXPX (3000). CMPAX annual gain was more profitable for investors over the last year : -5.98 vs. VEXPX (-6.93). CMPAX return over 5 years is better than : 13.27 vs. VEXPX (8.26).
| CMPAX | VEXPX | CMPAX / VEXPX | |
| Total Expense Ratio | 1.15 | 0.44 | 261% |
| Annual Report Gross Expense Ratio | 1.21 | 0.44 | 275% |
| Fund Existence | 57 years | 58 years | - |
| Gain YTD | -1.951 | -1.462 | 133% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8M | 20.1B | 0% |
| Annual Yield % from dividends | 0.16 | 0.40 | 40% |
| Returns for 1 year | -5.98 | -6.93 | 86% |
| Returns for 3 years | 11.61 | 17.90 | 65% |
| Returns for 5 years | 13.27 | 8.26 | 161% |
| Returns for 10 years | 3.96 | 14.49 | 27% |
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