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CMPCX vs VISGX
CMPCX vs VISGX Comparison
Open Charts CMPCX vs VISGX
Calvert Small/Mid-Cap C
Price$18.32
Change+$0.05 (+0.27%)
VolumeN/A
Net Assets217.57M
Vanguard Small Cap Growth Index I
Price$80.65
Change+$0.05 (+0.06%)
VolumeN/A
Net Assets39.74B
CMPCX vs VISGX Comparison Chart in %
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CMPCX vs. VISGX 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 CMPCX is a Hold and VISGX is a Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 39.7B vs. CMPCX (218M). VISGX pays higher dividends than CMPCX: VISGX (0.43) vs CMPCX (0.00). CMPCX was incepted earlier than VISGX: CMPCX (31 years) vs VISGX (28 years). CMPCX (2.26) 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 : 1.72 vs. CMPCX (-17.81). VISGX return over 5 years is better than : 19.14 vs. CMPCX (-14.63).
| CMPCX | VISGX | CMPCX / VISGX | |
| Total Expense Ratio | 1.89 | 0.19 | 995% |
| Annual Report Gross Expense Ratio | 2.26 | 0.19 | 1,189% |
| Fund Existence | 31 years | 28 years | - |
| Gain YTD | -8.719 | 2.466 | -354% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218M | 39.7B | 1% |
| Annual Yield % from dividends | 0.00 | 0.43 | - |
| Returns for 1 year | -17.81 | 1.72 | -1,036% |
| Returns for 3 years | -4.03 | 37.84 | -11% |
| Returns for 5 years | -14.63 | 19.14 | -76% |
| Returns for 10 years | -12.76 | 135.12 | -9% |
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