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CMPAX vs VISGX
CMPAX vs VISGX Comparison
Open Charts CMPAX vs VISGX
Calvert Small/Mid-Cap A
Price$25.49
Change-$0.42 (-1.62%)
VolumeN/A
Net Assets33.33M
Vanguard Small Cap Growth Index I
Price$78.45
Change-$2.53 (-3.12%)
VolumeN/A
Net Assets39.59B
CMPAX vs VISGX Comparison Chart
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CMPAX vs. VISGX commentary
Feb 23, 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 VISGX is a Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 39.6B vs. CMPAX (33.3M). VISGX pays higher dividends than CMPAX: VISGX (0.55) vs CMPAX (0.00). CMPAX was incepted earlier than VISGX: CMPAX (57 years) vs VISGX (27 years). CMPAX is a more actively managed with annual turnover of: 43.00 vs. VISGX (19.00). 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 : 12.89 vs. CMPAX (0.23). VISGX return over 5 years is better than : 35.36 vs. CMPAX (2.73).
| CMPAX | VISGX | CMPAX / VISGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 57 years | 27 years | - |
| Gain YTD | -0.546 | -0.343 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.3M | 39.6B | 0% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 0.23 | 12.89 | 2% |
| Returns for 3 years | -1.09 | 19.23 | -6% |
| Returns for 5 years | 2.73 | 35.36 | 8% |
| Returns for 10 years | 9.80 | 115.44 | 8% |