Interact to see
Advertisement
Advertisement
CMPCX vs VISGX
CMPCX vs VISGX Comparison
Open Charts CMPCX vs VISGX
Calvert Small/Mid-Cap C
Price$19.53
Change+$0.21 (+1.09%)
VolumeN/A
Net Assets29.82M
Vanguard Small Cap Growth Index I
Price$77.55
Change+$1.04 (+1.36%)
VolumeN/A
Net Assets34.95B
CMPCX vs VISGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CMPCX vs. VISGX commentary
Jun 28, 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: 35B vs. CMPCX (29.8M). VISGX pays higher dividends than CMPCX: VISGX (0.44) vs CMPCX (0.00). CMPCX was incepted earlier than VISGX: CMPCX (31 years) vs VISGX (27 years). CMPCX (1.96) is less costly to investors than VISGX (0.19). CMPCX is a more actively managed with annual turnover of: 42.00 vs. VISGX (21.00). 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 : 10.02 vs. CMPCX (-3.78). VISGX return over 5 years is better than : 40.87 vs. CMPCX (7.81).
| CMPCX | VISGX | CMPCX / VISGX | |
| Total Expense Ratio | 1.90 | 0.19 | 1,000% |
| Annual Report Gross Expense Ratio | 1.96 | 0.19 | 1,032% |
| Fund Existence | 31 years | 27 years | - |
| Gain YTD | -3.737 | -2.777 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8M | 35B | 0% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | -3.78 | 10.02 | -38% |
| Returns for 3 years | 2.77 | 32.53 | 9% |
| Returns for 5 years | 7.81 | 40.87 | 19% |
| Returns for 10 years | -13.83 | 108.87 | -13% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement