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CMPAX vs VSGAX
CMPAX vs VSGAX Comparison
Open Charts CMPAX vs VSGAX
Calvert Small/Mid-Cap A
Price$25.83
Change+$0.19 (+0.74%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index Admiral
Price$99.57
Change-$0.22 (-0.22%)
VolumeN/A
CapitalizationN/A
CMPAX vs VSGAX Comparison Chart
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CMPAX vs. VSGAX commentary
Dec 24, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 40.7B vs. CMPAX (35.9M). 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 : 18.15 vs. CMPAX (5.03). VSGAX return over 5 years is better than : 43.53 vs. CMPAX (6.55).
| 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 | 4.143 | 17.686 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.9M | 40.7B | 0% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 5.03 | 18.15 | 28% |
| Returns for 3 years | -3.58 | 2.97 | -120% |
| Returns for 5 years | 6.55 | 43.53 | 15% |
| Returns for 10 years | 14.31 | 130.91 | 11% |