CMPAX
Price
$25.82
Change
-$0.12 (-0.46%)
Updated
Aug 28 closing price
Net Assets
29.37M
VSGIX
Price
$83.08
Change
+$0.77 (+0.94%)
Updated
Aug 28 closing price
Net Assets
37.46B
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CMPAX vs VSGIX

Header iconCMPAX vs VSGIX Comparison
Open Charts CMPAX vs VSGIXBanner chart's image
Calvert Small/Mid-Cap A
Price$25.82
Change-$0.12 (-0.46%)
VolumeN/A
Net Assets29.37M
Vanguard Small Cap Growth Index I
Price$83.08
Change+$0.77 (+0.94%)
VolumeN/A
Net Assets37.46B
CMPAX vs VSGIX Comparison Chart in %
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VS
CMPAX vs. VSGIX 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 VSGIX is a Buy.

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FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 37.5B vs. CMPAX (29.4M). VSGIX pays higher dividends than CMPAX: VSGIX (0.54) vs CMPAX (0.16). CMPAX was incepted earlier than VSGIX: CMPAX (57 years) vs VSGIX (25 years). CMPAX (1.51) is less costly to investors than VSGIX (0.06). CMPAX is a more actively managed with annual turnover of: 42.00 vs. VSGIX (21.00). CMPAX has a lower initial minimum investment than VSGIX: CMPAX (1000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 13.41 vs. CMPAX (-2.70). VSGIX return over 5 years is better than : 34.65 vs. CMPAX (10.93).
CMPAXVSGIXCMPAX / VSGIX
Total Expense Ratio1.140.061,900%
Annual Report Gross Expense Ratio1.510.062,517%
Fund Existence57 years25 years-
Gain YTD1.2104.47827%
Front Load5%N/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets29.4M37.5B0%
Annual Yield % from dividends0.160.5430%
Returns for 1 year-2.7013.41-20%
Returns for 3 years11.0734.6732%
Returns for 5 years10.9334.6532%
Returns for 10 years12.76139.259%
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