CMPCX
Price
$19.53
Change
+$0.21 (+1.09%)
Updated
Jun 26 closing price
Net Assets
29.82M
VSGAX
Price
$96.99
Change
+$1.29 (+1.35%)
Updated
Jun 26 closing price
Net Assets
34.95B
Interact to see
Advertisement

CMPCX vs VSGAX

Header iconCMPCX vs VSGAX Comparison
Open Charts CMPCX vs VSGAXBanner chart's image
Calvert Small/Mid-Cap C
Price$19.53
Change+$0.21 (+1.09%)
VolumeN/A
Net Assets29.82M
Vanguard Small Cap Growth Index Admiral
Price$96.99
Change+$1.29 (+1.35%)
VolumeN/A
Net Assets34.95B
CMPCX vs VSGAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
CMPCX vs. VSGAX 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 VSGAX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 35B vs. CMPCX (29.8M). VSGAX pays higher dividends than CMPCX: VSGAX (0.57) vs CMPCX (0.00). CMPCX was incepted earlier than VSGAX: CMPCX (31 years) vs VSGAX (14 years). CMPCX (1.96) is less costly to investors than VSGAX (0.07). CMPCX is a more actively managed with annual turnover of: 42.00 vs. VSGAX (21.00). CMPCX has a lower initial minimum investment than VSGAX: CMPCX (1000) vs VSGAX (3000). VSGAX annual gain was more profitable for investors over the last year : 10.08 vs. CMPCX (-3.78). VSGAX return over 5 years is better than : 41.17 vs. CMPCX (7.81).
CMPCXVSGAXCMPCX / VSGAX
Total Expense Ratio1.900.072,714%
Annual Report Gross Expense Ratio1.960.072,800%
Fund Existence31 years14 years-
Gain YTD-3.737-2.734137%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets29.8M35B0%
Annual Yield % from dividends0.000.57-
Returns for 1 year-3.7810.08-38%
Returns for 3 years2.7732.708%
Returns for 5 years7.8141.1719%
Returns for 10 years-13.83109.78-13%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
GSBIX26.64N/A
N/A
Goldman Sachs Income Builder Instl
SIBAX36.30N/A
N/A
Sit Balanced
VEXPX111.75N/A
N/A
Vanguard Explorer Inv
BRUKX15.97N/A
N/A
MFS Blended Research Value Equity R2
FIKAX46.95N/A
N/A
Fidelity Advisor Energy Z