Ad is loading...
CMPAX vs VSGAX
CMPAX vs VSGAX Comparison
Open Charts CMPAX vs VSGAX
Calvert Small/Mid-Cap A
Price$24.83
Change+$0.18 (+0.73%)
VolumeN/A
Net Assets32.08M
Vanguard Small Cap Growth Index Admiral
Price$90.42
Change+$1.51 (+1.70%)
VolumeN/A
Net Assets36.81B
CMPAX vs VSGAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CMPAX vs. VSGAX commentary
Apr 04, 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 StrongBuy and VSGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 36.8B vs. CMPAX (32.1M). VSGAX pays higher dividends than CMPAX: VSGAX (0.60) vs CMPAX (0.17). CMPAX was incepted earlier than VSGAX: CMPAX (57 years) vs VSGAX (14 years). CMPAX (1.27) is less costly to investors than VSGAX (0.07). CMPAX is a more actively managed with annual turnover of: 42.00 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 : -0.19 vs. CMPAX (-4.87). VSGAX return over 5 years is better than : 82.20 vs. CMPAX (43.62).
| CMPAX | VSGAX | CMPAX / VSGAX | |
| Total Expense Ratio | 1.14 | 0.07 | 1,629% |
| Annual Report Gross Expense Ratio | 1.27 | 0.07 | 1,814% |
| Fund Existence | 57 years | 14 years | - |
| Gain YTD | -3.824 | -9.635 | 40% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.1M | 36.8B | 0% |
| Annual Yield % from dividends | 0.17 | 0.60 | 28% |
| Returns for 1 year | -4.87 | -0.19 | 2,520% |
| Returns for 3 years | -6.98 | 1.38 | -506% |
| Returns for 5 years | 43.62 | 82.20 | 53% |
| Returns for 10 years | 3.42 | 93.99 | 4% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers