Interact to see
Advertisement
Advertisement
CMPAX vs VSGIX
CMPAX vs VSGIX Comparison
Open Charts CMPAX vs VSGIX
Calvert Small/Mid-Cap A
Price$23.47
Change-$0.08 (-0.34%)
VolumeN/A
Net Assets217.57M
Vanguard Small Cap Growth Index I
Price$80.99
Change+$0.22 (+0.27%)
VolumeN/A
Net Assets39.74B
CMPAX vs VSGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CMPAX vs. VSGIX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.7B vs. CMPAX (218M). VSGIX pays higher dividends than CMPAX: VSGIX (0.55) vs CMPAX (0.17). CMPAX was incepted earlier than VSGIX: CMPAX (58 years) vs VSGIX (26 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 : 0.51 vs. CMPAX (-15.83). VSGIX return over 5 years is better than : 19.13 vs. CMPAX (-6.22).
| CMPAX | VSGIX | CMPAX / VSGIX | |
| Total Expense Ratio | 1.14 | 0.06 | 1,900% |
| Annual Report Gross Expense Ratio | 1.51 | 0.06 | 2,517% |
| Fund Existence | 58 years | 26 years | - |
| Gain YTD | -8.115 | 2.561 | -317% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218M | 39.7B | 1% |
| Annual Yield % from dividends | 0.17 | 0.55 | 30% |
| Returns for 1 year | -15.83 | 0.51 | -3,082% |
| Returns for 3 years | 1.10 | 38.08 | 3% |
| Returns for 5 years | -6.22 | 19.13 | -33% |
| Returns for 10 years | 4.13 | 136.34 | 3% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement