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CMPCX vs VSGAX
CMPCX vs VSGAX Comparison
Open Charts CMPCX vs VSGAX
Calvert Small/Mid-Cap C
Price$20.54
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets32.68M
Vanguard Small Cap Growth Index Admiral
Price$101.96
Change+$0.36 (+0.35%)
VolumeN/A
Net Assets38.1B
CMPCX vs VSGAX Comparison Chart
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CMPCX vs. VSGAX commentary
Jan 19, 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 VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 38.1B vs. CMPCX (32.7M). VSGAX pays higher dividends than CMPCX: VSGAX (0.66) vs CMPCX (0.00). CMPCX was incepted earlier than VSGAX: CMPCX (30 years) vs VSGAX (13 years). CMPCX is a more actively managed with annual turnover of: 43.00 vs. VSGAX (19.00). 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 : 25.00 vs. CMPCX (4.58). VSGAX return over 5 years is better than : 41.96 vs. CMPCX (-3.93).
| CMPCX | VSGAX | CMPCX / VSGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 13 years | - |
| Gain YTD | 2.342 | 3.586 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.7M | 38.1B | 0% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 4.58 | 25.00 | 18% |
| Returns for 3 years | -5.74 | 16.69 | -34% |
| Returns for 5 years | -3.93 | 41.96 | -9% |
| Returns for 10 years | 0.79 | 139.82 | 1% |