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CMPAX vs VSGAX
CMPAX vs VSGAX Comparison
Open Charts CMPAX vs VSGAX
Calvert Small/Mid-Cap A
Price$25.49
Change-$0.42 (-1.62%)
VolumeN/A
Net Assets33.33M
Vanguard Small Cap Growth Index Admiral
Price$98.11
Change-$3.17 (-3.13%)
VolumeN/A
Net Assets39.59B
CMPAX vs VSGAX Comparison Chart
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CMPAX vs. VSGAX 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 VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 39.6B vs. CMPAX (33.3M). VSGAX pays higher dividends than CMPAX: VSGAX (0.66) vs CMPAX (0.00). CMPAX was incepted earlier than VSGAX: CMPAX (57 years) vs VSGAX (13 years). CMPAX is a more actively managed with annual turnover of: 43.00 vs. VSGAX (19.00). 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 : 12.95 vs. CMPAX (0.23). VSGAX return over 5 years is better than : 35.62 vs. CMPAX (2.73).
| CMPAX | VSGAX | CMPAX / VSGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 57 years | 13 years | - |
| Gain YTD | -0.546 | -0.325 | 168% |
| 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 | 0.66 | - |
| Returns for 1 year | 0.23 | 12.95 | 2% |
| Returns for 3 years | -1.09 | 19.38 | -6% |
| Returns for 5 years | 2.73 | 35.62 | 8% |
| Returns for 10 years | 9.80 | 116.34 | 8% |
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