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CMPAX vs VSGAX
CMPAX vs VSGAX Comparison
Open Charts CMPAX vs VSGAX
Calvert Small/Mid-Cap A
Price$24.74
Change+$0.07 (+0.28%)
VolumeN/A
Net Assets29.37M
Vanguard Small Cap Growth Index Admiral
Price$98.97
Change-$0.34 (-0.34%)
VolumeN/A
Net Assets36.92B
CMPAX vs VSGAX Comparison Chart in %
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CMPAX vs. VSGAX commentary
Aug 06, 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 VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 36.9B vs. CMPAX (29.4M). VSGAX pays higher dividends than CMPAX: VSGAX (0.53) vs CMPAX (0.16). CMPAX was incepted earlier than VSGAX: CMPAX (57 years) vs VSGAX (14 years). CMPAX (1.21) is less costly to investors than VSGAX (0.07). CMPAX is a more actively managed with annual turnover of: 42.00 vs. VSGAX (21.00). CMPAX has a lower initial minimum investment than VSGAX: CMPAX (1000) vs VSGAX (3000). VSGAX annual gain was more profitable for investors over the last year : 17.71 vs. CMPAX (-2.76). VSGAX return over 5 years is better than : 31.20 vs. CMPAX (6.22).
| CMPAX | VSGAX | CMPAX / VSGAX | |
| Total Expense Ratio | 1.15 | 0.07 | 1,643% |
| Annual Report Gross Expense Ratio | 1.21 | 0.07 | 1,729% |
| Fund Existence | 57 years | 14 years | - |
| Gain YTD | -3.746 | 0.954 | -392% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.4M | 36.9B | 0% |
| Annual Yield % from dividends | 0.16 | 0.53 | 31% |
| Returns for 1 year | -2.76 | 17.71 | -16% |
| Returns for 3 years | 1.68 | 24.94 | 7% |
| Returns for 5 years | 6.22 | 31.20 | 20% |
| Returns for 10 years | 3.73 | 120.23 | 3% |
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