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CMPAX vs VSGIX
CMPAX vs VSGIX Comparison
Open Charts CMPAX vs VSGIX
Calvert Small/Mid-Cap A
Price$23.64
Change-$1.19 (-4.79%)
VolumeN/A
Net Assets30.78M
Vanguard Small Cap Growth Index I
Price$67.59
Change-$4.82 (-6.66%)
VolumeN/A
Net Assets36.81B
CMPAX vs VSGIX Comparison Chart
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CMPAX vs. VSGIX 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 VSGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 36.8B vs. CMPAX (30.8M). VSGIX pays higher dividends than CMPAX: VSGIX (0.61) vs CMPAX (0.17). CMPAX was incepted earlier than VSGIX: CMPAX (57 years) vs VSGIX (25 years). CMPAX (1.27) is less costly to investors than VSGIX (0.06). CMPAX is a more actively managed with annual turnover of: 42.00 vs. VSGIX (19.00). 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 : 1.07 vs. CMPAX (-4.87). VSGIX return over 5 years is better than : 85.29 vs. CMPAX (43.62).
| CMPAX | VSGIX | CMPAX / VSGIX | |
| Total Expense Ratio | 1.14 | 0.06 | 1,900% |
| Annual Report Gross Expense Ratio | 1.27 | 0.06 | 2,117% |
| Fund Existence | 57 years | 25 years | - |
| Gain YTD | -3.824 | -8.106 | 47% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.8M | 36.8B | 0% |
| Annual Yield % from dividends | 0.17 | 0.61 | 27% |
| Returns for 1 year | -4.87 | 1.07 | -456% |
| Returns for 3 years | -6.98 | 2.23 | -314% |
| Returns for 5 years | 43.62 | 85.29 | 51% |
| Returns for 10 years | 3.42 | 96.11 | 4% |
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