CMPAX
Price
$23.35
Change
+$0.26 (+1.13%)
Updated
Apr 23 closing price
Net Assets
30.78M
VSGIX
Price
$67.75
Change
+$1.28 (+1.93%)
Updated
Apr 23 closing price
Net Assets
33.7B
Ad is loading...

CMPAX vs VSGIX

Header iconCMPAX vs VSGIX Comparison
Open Charts CMPAX vs VSGIXBanner chart's image
Calvert Small/Mid-Cap A
Price$23.35
Change+$0.26 (+1.13%)
VolumeN/A
Net Assets30.78M
Vanguard Small Cap Growth Index I
Price$67.75
Change+$1.28 (+1.93%)
VolumeN/A
Net Assets33.7B
CMPAX vs VSGIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
CMPAX vs. VSGIX 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 VSGIX is a Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 33.7B 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 : -3.28 vs. CMPAX (-8.20). VSGIX return over 5 years is better than : 42.37 vs. CMPAX (19.45).
CMPAXVSGIXCMPAX / VSGIX
Total Expense Ratio1.140.061,900%
Annual Report Gross Expense Ratio1.270.062,117%
Fund Existence57 years25 years-
Gain YTD-9.910-15.64563%
Front Load5%N/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets30.8M33.7B0%
Annual Yield % from dividends0.170.6127%
Returns for 1 year-8.20-3.28250%
Returns for 3 years-8.993.51-256%
Returns for 5 years19.4542.3746%
Returns for 10 years-3.4078.47-4%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
NWCFX53.26N/A
N/A
Nuveen Winslow Large-Cap Growth ESG R6
AGLYX12.59N/A
N/A
Ariel Global Institutional
RIVKX17.57N/A
N/A
American Funds International Vntg R-4
RRIGX19.07N/A
N/A
T. Rowe Price International Value Eq R
QIBGX20.54N/A
N/A
Federated Hermes MDT Balanced IS