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CMPAX vs VISGX
CMPAX vs VISGX Comparison
Open Charts CMPAX vs VISGX
Calvert Small/Mid-Cap A
Price$24.77
Change-$0.23 (-0.92%)
VolumeN/A
Net Assets29.82M
Vanguard Small Cap Growth Index I
Price$76.51
Change-$0.91 (-1.18%)
VolumeN/A
Net Assets34.95B
CMPAX vs VISGX Comparison Chart in %
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CMPAX vs. VISGX commentary
Jun 27, 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 VISGX is a Buy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 35B vs. CMPAX (29.8M). VISGX pays higher dividends than CMPAX: VISGX (0.44) vs CMPAX (0.16). CMPAX was incepted earlier than VISGX: CMPAX (57 years) vs VISGX (27 years). CMPAX (1.21) is less costly to investors than VISGX (0.19). CMPAX is a more actively managed with annual turnover of: 42.00 vs. VISGX (21.00). CMPAX has a lower initial minimum investment than VISGX: CMPAX (1000) vs VISGX (3000). VISGX annual gain was more profitable for investors over the last year : 11.24 vs. CMPAX (-0.72). VISGX return over 5 years is better than : 42.54 vs. CMPAX (19.97).
| CMPAX | VISGX | CMPAX / VISGX | |
| Total Expense Ratio | 1.15 | 0.19 | 605% |
| Annual Report Gross Expense Ratio | 1.21 | 0.19 | 637% |
| Fund Existence | 57 years | 27 years | - |
| Gain YTD | -2.458 | -1.621 | 152% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8M | 35B | 0% |
| Annual Yield % from dividends | 0.16 | 0.44 | 37% |
| Returns for 1 year | -0.72 | 11.24 | -6% |
| Returns for 3 years | 9.38 | 33.85 | 28% |
| Returns for 5 years | 19.97 | 42.54 | 47% |
| Returns for 10 years | 1.45 | 106.34 | 1% |