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CMPCX vs VISGX
CMPCX vs VISGX Comparison
Open Charts CMPCX vs VISGX
Calvert Small/Mid-Cap C
Price$20.12
Change-$0.09 (-0.45%)
VolumeN/A
Net Assets29.37M
Vanguard Small Cap Growth Index I
Price$82.95
Change+$0.76 (+0.92%)
VolumeN/A
Net Assets37.46B
CMPCX vs VISGX Comparison Chart in %
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CMPCX vs. VISGX commentary
Aug 29, 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 Buy.
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 (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 : 13.37 vs. CMPCX (-5.07). VISGX return over 5 years is better than : 34.38 vs. CMPCX (0.75).
| 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 | 0.698 | 4.457 | 16% |
| 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 | -5.07 | 13.37 | -38% |
| Returns for 3 years | 5.37 | 34.55 | 16% |
| Returns for 5 years | 0.75 | 34.38 | 2% |
| Returns for 10 years | -5.56 | 138.28 | -4% |
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