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CMPAX vs VISGX
CMPAX vs VISGX Comparison
Open Charts CMPAX vs VISGX
Calvert Small/Mid-Cap A
Price$24.93
Change+$0.22 (+0.89%)
VolumeN/A
Net Assets225.87M
Vanguard Small Cap Growth Index I
Price$85.93
Change+$1.19 (+1.40%)
VolumeN/A
Net Assets39.1B
CMPAX vs VISGX Comparison Chart in %
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CMPAX vs. VISGX commentary
Oct 09, 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: 39.1B vs. CMPAX (226M). VISGX pays higher dividends than CMPAX: VISGX (0.44) vs CMPAX (0.16). CMPAX was incepted earlier than VISGX: CMPAX (58 years) vs VISGX (27 years). CMPAX (1.51) 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 : 13.13 vs. CMPAX (-7.14). VISGX return over 5 years is better than : 31.25 vs. CMPAX (4.38).
| CMPAX | VISGX | CMPAX / VISGX | |
| Total Expense Ratio | 1.14 | 0.19 | 600% |
| Annual Report Gross Expense Ratio | 1.51 | 0.19 | 795% |
| Fund Existence | 58 years | 27 years | - |
| Gain YTD | -3.590 | 7.729 | -46% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226M | 39.1B | 1% |
| Annual Yield % from dividends | 0.16 | 0.44 | 37% |
| Returns for 1 year | -7.14 | 13.13 | -54% |
| Returns for 3 years | 15.21 | 51.84 | 29% |
| Returns for 5 years | 4.38 | 31.25 | 14% |
| Returns for 10 years | 7.74 | 146.56 | 5% |
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