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CMPAX vs VSGAX
CMPAX vs VSGAX Comparison
Open Charts CMPAX vs VSGAX
Calvert Small/Mid-Cap A
Price$26.39
Change-$0.05 (-0.19%)
VolumeN/A
Net Assets32.68M
Vanguard Small Cap Growth Index Admiral
Price$104.21
Change+$0.65 (+0.63%)
VolumeN/A
Net Assets38.1B
CMPAX vs VSGAX Comparison Chart
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CMPAX vs. VSGAX commentary
Jan 24, 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: 38.1B vs. CMPAX (32.7M). 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 : 25.97 vs. CMPAX (7.26). VSGAX return over 5 years is better than : 47.35 vs. CMPAX (7.61).
| 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 | 2.965 | 5.872 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.7M | 38.1B | 0% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 7.26 | 25.97 | 28% |
| Returns for 3 years | 1.89 | 22.01 | 9% |
| Returns for 5 years | 7.61 | 47.35 | 16% |
| Returns for 10 years | 17.68 | 138.29 | 13% |
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