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CMPCX vs VEXRX
CMPCX vs VEXRX Comparison
Open Charts CMPCX vs VEXRX
Calvert Small/Mid-Cap C
Price$20.80
Change-$0.23 (-1.09%)
VolumeN/A
CapitalizationN/A
Vanguard Explorer Adm
Price$118.44
Change-$1.21 (-1.01%)
VolumeN/A
CapitalizationN/A
CMPCX vs VEXRX Comparison Chart
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CMPCX vs. VEXRX commentary
Dec 19, 2024
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 CMPCX is a Hold and VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 23.9B vs. CMPCX (35.9M). VEXRX pays higher dividends than CMPCX: VEXRX (0.58) vs CMPCX (0.00). CMPCX was incepted earlier than VEXRX: CMPCX (30 years) vs VEXRX (23 years). CMPCX is a more actively managed with annual turnover of: 43.00 vs. VEXRX (40.00). CMPCX has a lower initial minimum investment than VEXRX: CMPCX (1000) vs VEXRX (50000). VEXRX annual gain was more profitable for investors over the last year : 17.14 vs. CMPCX (6.18). VEXRX return over 5 years is better than : 22.14 vs. CMPCX (-0.24).
| CMPCX | VEXRX | CMPCX / VEXRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 23 years | - |
| Gain YTD | 4.470 | 14.734 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.9M | 23.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | 6.18 | 17.14 | 36% |
| Returns for 3 years | -5.71 | -11.87 | 48% |
| Returns for 5 years | -0.24 | 22.14 | -1% |
| Returns for 10 years | -0.48 | 37.47 | -1% |
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