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CMPAX vs VSGAX
CMPAX vs VSGAX Comparison
Open Charts CMPAX vs VSGAX
Calvert Small/Mid-Cap A
Price$23.35
Change+$0.26 (+1.13%)
VolumeN/A
Net Assets30.78M
Vanguard Small Cap Growth Index Admiral
Price$84.59
Change+$1.59 (+1.92%)
VolumeN/A
Net Assets33.7B
CMPAX vs VSGAX Comparison Chart
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CMPAX vs. VSGAX commentary
Apr 25, 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: 33.7B vs. CMPAX (30.8M). 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 : -3.29 vs. CMPAX (-8.20). VSGAX return over 5 years is better than : 42.34 vs. CMPAX (19.45).
| 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 | -9.910 | -15.642 | 63% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.8M | 33.7B | 0% |
| Annual Yield % from dividends | 0.17 | 0.60 | 28% |
| Returns for 1 year | -8.20 | -3.29 | 249% |
| Returns for 3 years | -8.99 | 3.50 | -257% |
| Returns for 5 years | 19.45 | 42.34 | 46% |
| Returns for 10 years | -3.40 | 78.44 | -4% |
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