Interact to see
Advertisement
Advertisement
CMPCX vs VISGX
CMPCX vs VISGX Comparison
Open Charts CMPCX vs VISGX
Calvert Small/Mid-Cap C
Price$19.24
Change-$0.23 (-1.18%)
VolumeN/A
Net Assets225.87M
Vanguard Small Cap Growth Index I
Price$84.74
Change-$0.94 (-1.10%)
VolumeN/A
Net Assets39.1B
CMPCX vs VISGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CMPCX vs. VISGX commentary
Oct 09, 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 Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 39.1B vs. CMPCX (226M). 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 (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 : 15.02 vs. CMPCX (-8.07). VISGX return over 5 years is better than : 34.24 vs. CMPCX (-3.57).
| 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 | 27 years | - |
| Gain YTD | -2.990 | 8.924 | -33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226M | 39.1B | 1% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | -8.07 | 15.02 | -54% |
| Returns for 3 years | 10.62 | 53.53 | 20% |
| Returns for 5 years | -3.57 | 34.24 | -10% |
| Returns for 10 years | -8.68 | 149.30 | -6% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement