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CMPCX vs VISGX
CMPCX vs VISGX Comparison
Open Charts CMPCX vs VISGX
Calvert Small/Mid-Cap C
Price$19.16
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets29.37M
Vanguard Small Cap Growth Index I
Price$78.78
Change-$0.24 (-0.30%)
VolumeN/A
Net Assets37.46B
CMPCX vs VISGX Comparison Chart in %
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CMPCX vs. VISGX commentary
Aug 08, 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: 37.5B vs. CMPCX (29.4M). VISGX pays higher dividends than CMPCX: VISGX (0.42) 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 : 17.04 vs. CMPCX (-5.43). VISGX return over 5 years is better than : 30.77 vs. CMPCX (-5.00).
| 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 | -4.484 | 0.428 | -1,047% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.4M | 37.5B | 0% |
| Annual Yield % from dividends | 0.00 | 0.42 | - |
| Returns for 1 year | -5.43 | 17.04 | -32% |
| Returns for 3 years | -4.48 | 23.00 | -19% |
| Returns for 5 years | -5.00 | 30.77 | -16% |
| Returns for 10 years | -14.53 | 115.64 | -13% |
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