Interact to see
Advertisement
Advertisement
CMPAX vs VISGX
CMPAX vs VISGX Comparison
Open Charts CMPAX vs VISGX
Calvert Small/Mid-Cap A
Price$25.26
Change+$0.13 (+0.52%)
VolumeN/A
Net Assets29.8M
Vanguard Small Cap Growth Index I
Price$78.75
Change+$0.63 (+0.81%)
VolumeN/A
Net Assets36.92B
CMPAX vs VISGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CMPAX vs. VISGX commentary
Jul 17, 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: 36.9B vs. CMPAX (29.8M). VISGX pays higher dividends than CMPAX: VISGX (0.43) 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 : 3.86 vs. CMPAX (-5.98). VISGX return over 5 years is better than : 35.26 vs. CMPAX (13.27).
| 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 | -1.951 | -0.715 | 273% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8M | 36.9B | 0% |
| Annual Yield % from dividends | 0.16 | 0.43 | 38% |
| Returns for 1 year | -5.98 | 3.86 | -155% |
| Returns for 3 years | 11.61 | 37.59 | 31% |
| Returns for 5 years | 13.27 | 35.26 | 38% |
| Returns for 10 years | 3.96 | 109.33 | 4% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement