Ad is loading...
CMPCX vs VISGX
CMPCX vs VISGX Comparison
Open Charts CMPCX vs VISGX
Calvert Small/Mid-Cap C
Price$18.06
Change+$0.07 (+0.39%)
VolumeN/A
Net Assets30.78M
Vanguard Small Cap Growth Index I
Price$66.55
Change+$0.45 (+0.68%)
VolumeN/A
Net Assets33.7B
CMPCX vs VISGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CMPCX vs. VISGX commentary
Apr 18, 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 CMPCX is a Buy and VISGX is a Buy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 33.7B vs. CMPCX (30.8M). VISGX pays higher dividends than CMPCX: VISGX (0.46) vs CMPCX (0.00). CMPCX was incepted earlier than VISGX: CMPCX (30 years) vs VISGX (27 years). CMPCX (2.02) is less costly to investors than VISGX (0.19). CMPCX is a more actively managed with annual turnover of: 42.00 vs. VISGX (19.00). CMPCX has a lower initial minimum investment than VISGX: CMPCX (1000) vs VISGX (3000). VISGX annual gain was more profitable for investors over the last year : -1.75 vs. CMPCX (-8.87). VISGX return over 5 years is better than : 42.89 vs. CMPCX (6.58).
| CMPCX | VISGX | CMPCX / VISGX | |
| Total Expense Ratio | 1.89 | 0.19 | 995% |
| Annual Report Gross Expense Ratio | 2.02 | 0.19 | 1,063% |
| Fund Existence | 30 years | 27 years | - |
| Gain YTD | -10.364 | -16.005 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.8M | 33.7B | 0% |
| Annual Yield % from dividends | 0.00 | 0.46 | - |
| Returns for 1 year | -8.87 | -1.75 | 506% |
| Returns for 3 years | -14.62 | 0.08 | -18,179% |
| Returns for 5 years | 6.58 | 42.89 | 15% |
| Returns for 10 years | -19.44 | 77.98 | -25% |
View a ticker or compare two or three
VS
VS
Ad is loading...