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CMPAX vs VSGAX
CMPAX vs VSGAX Comparison
Open Charts CMPAX vs VSGAX
Calvert Small/Mid-Cap A
Price$24.93
Change+$0.22 (+0.89%)
VolumeN/A
Net Assets225.87M
Vanguard Small Cap Growth Index Admiral
Price$107.45
Change+$1.49 (+1.41%)
VolumeN/A
Net Assets39.1B
CMPAX vs VSGAX Comparison Chart in %
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CMPAX vs. VSGAX commentary
Oct 09, 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 Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 39.1B vs. CMPAX (226M). VSGAX pays higher dividends than CMPAX: VSGAX (0.56) vs CMPAX (0.16). CMPAX was incepted earlier than VSGAX: CMPAX (58 years) vs VSGAX (14 years). CMPAX (1.51) 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 : 13.17 vs. CMPAX (-7.14). VSGAX return over 5 years is better than : 31.50 vs. CMPAX (4.38).
| CMPAX | VSGAX | CMPAX / VSGAX | |
| Total Expense Ratio | 1.14 | 0.07 | 1,629% |
| Annual Report Gross Expense Ratio | 1.51 | 0.07 | 2,157% |
| Fund Existence | 58 years | 14 years | - |
| Gain YTD | -3.590 | 7.754 | -46% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226M | 39.1B | 1% |
| Annual Yield % from dividends | 0.16 | 0.56 | 30% |
| Returns for 1 year | -7.14 | 13.17 | -54% |
| Returns for 3 years | 15.21 | 51.99 | 29% |
| Returns for 5 years | 4.38 | 31.50 | 14% |
| Returns for 10 years | 7.74 | 147.63 | 5% |
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