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CMPAX vs VEXRX
CMPAX vs VEXRX Comparison
Open Charts CMPAX vs VEXRX
Calvert Small/Mid-Cap A
Price$25.80
Change-$0.03 (-0.12%)
VolumeN/A
CapitalizationN/A
Vanguard Explorer Adm
Price$114.79
Change+$0.94 (+0.83%)
VolumeN/A
CapitalizationN/A
CMPAX vs VEXRX Comparison Chart
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CMPAX vs. VEXRX commentary
Dec 24, 2024
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 VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 23.9B vs. CMPAX (35.9M). VEXRX pays higher dividends than CMPAX: VEXRX (0.58) vs CMPAX (0.00). CMPAX was incepted earlier than VEXRX: CMPAX (57 years) vs VEXRX (23 years). CMPAX is a more actively managed with annual turnover of: 43.00 vs. VEXRX (40.00). CMPAX has a lower initial minimum investment than VEXRX: CMPAX (1000) vs VEXRX (50000). VEXRX annual gain was more profitable for investors over the last year : 12.06 vs. CMPAX (5.03). VEXRX return over 5 years is better than : 17.83 vs. CMPAX (6.55).
| CMPAX | VEXRX | CMPAX / VEXRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 57 years | 23 years | - |
| Gain YTD | 4.143 | 11.198 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.9M | 23.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | 5.03 | 12.06 | 42% |
| Returns for 3 years | -3.58 | -1.32 | 270% |
| Returns for 5 years | 6.55 | 17.83 | 37% |
| Returns for 10 years | 14.31 | 32.40 | 44% |
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