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CMPAX vs VEXRX
CMPAX vs VEXRX Comparison
Open Charts CMPAX vs VEXRX
Calvert Small/Mid-Cap A
Price$24.86
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets29.82M
Vanguard Explorer Adm
Price$102.67
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets19.41B
CMPAX vs VEXRX Comparison Chart
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CMPAX vs. VEXRX commentary
Jun 06, 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 Buy and VEXRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.4B vs. CMPAX (29.8M). VEXRX pays higher dividends than CMPAX: VEXRX (0.54) vs CMPAX (0.16). CMPAX was incepted earlier than VEXRX: CMPAX (57 years) vs VEXRX (24 years). CMPAX (1.21) is less costly to investors than VEXRX (0.33). CMPAX is a more actively managed with annual turnover of: 42.00 vs. VEXRX (35.00). CMPAX has a lower initial minimum investment than VEXRX: CMPAX (1000) vs VEXRX (50000). CMPAX annual gain was more profitable for investors over the last year : -1.51 vs. VEXRX (-4.44). CMPAX return over 5 years is better than : 9.57 vs. VEXRX (6.58).
| CMPAX | VEXRX | CMPAX / VEXRX | |
| Total Expense Ratio | 1.15 | 0.33 | 348% |
| Annual Report Gross Expense Ratio | 1.21 | 0.33 | 367% |
| Fund Existence | 57 years | 24 years | - |
| Gain YTD | -2.848 | -3.921 | 73% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8M | 19.4B | 0% |
| Annual Yield % from dividends | 0.16 | 0.54 | 30% |
| Returns for 1 year | -1.51 | -4.44 | 34% |
| Returns for 3 years | 3.31 | 6.39 | 52% |
| Returns for 5 years | 9.57 | 6.58 | 145% |
| Returns for 10 years | 3.09 | 11.85 | 26% |
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