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CMPAX vs VISGX
CMPAX vs VISGX Comparison
Open Charts CMPAX vs VISGX
Calvert Small/Mid-Cap A
Price$23.64
Change-$1.19 (-4.79%)
VolumeN/A
Net Assets30.78M
Vanguard Small Cap Growth Index I
Price$67.50
Change-$4.81 (-6.65%)
VolumeN/A
Net Assets36.81B
CMPAX vs VISGX Comparison Chart
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CMPAX vs. VISGX commentary
Apr 04, 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 StrongBuy and VISGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 36.8B vs. CMPAX (30.8M). VISGX pays higher dividends than CMPAX: VISGX (0.46) vs CMPAX (0.17). CMPAX was incepted earlier than VISGX: CMPAX (57 years) vs VISGX (27 years). CMPAX (1.27) is less costly to investors than VISGX (0.19). CMPAX is a more actively managed with annual turnover of: 42.00 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 : 1.00 vs. CMPAX (-4.28). VISGX return over 5 years is better than : 84.92 vs. CMPAX (44.66).
| CMPAX | VISGX | CMPAX / VISGX | |
| Total Expense Ratio | 1.14 | 0.19 | 600% |
| Annual Report Gross Expense Ratio | 1.27 | 0.19 | 668% |
| Fund Existence | 57 years | 27 years | - |
| Gain YTD | -3.121 | -8.114 | 38% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.8M | 36.8B | 0% |
| Annual Yield % from dividends | 0.17 | 0.46 | 36% |
| Returns for 1 year | -4.28 | 1.00 | -426% |
| Returns for 3 years | -6.05 | 2.11 | -286% |
| Returns for 5 years | 44.66 | 84.92 | 53% |
| Returns for 10 years | 3.92 | 95.21 | 4% |
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