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CMPAX vs VSGAX
CMPAX vs VSGAX Comparison
Open Charts CMPAX vs VSGAX
Calvert Small/Mid-Cap A
Price$25.82
Change-$0.12 (-0.46%)
VolumeN/A
Net Assets29.37M
Vanguard Small Cap Growth Index Admiral
Price$103.74
Change+$0.96 (+0.93%)
VolumeN/A
Net Assets37.46B
CMPAX vs VSGAX Comparison Chart in %
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CMPAX vs. VSGAX commentary
Aug 30, 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 Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 37.5B vs. CMPAX (29.4M). VSGAX pays higher dividends than CMPAX: VSGAX (0.53) vs CMPAX (0.16). CMPAX was incepted earlier than VSGAX: CMPAX (57 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 : 13.41 vs. CMPAX (-2.70). VSGAX return over 5 years is better than : 34.62 vs. CMPAX (10.93).
| 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 | 57 years | 14 years | - |
| Gain YTD | 1.210 | 4.482 | 27% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.4M | 37.5B | 0% |
| Annual Yield % from dividends | 0.16 | 0.53 | 31% |
| Returns for 1 year | -2.70 | 13.41 | -20% |
| Returns for 3 years | 11.07 | 34.66 | 32% |
| Returns for 5 years | 10.93 | 34.62 | 32% |
| Returns for 10 years | 12.76 | 139.19 | 9% |
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