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CMPCX vs VSGAX
CMPCX vs VSGAX Comparison
Open Charts CMPCX vs VSGAX
Calvert Small/Mid-Cap C
Price$19.91
Change+$0.21 (+1.07%)
VolumeN/A
Net Assets29.8M
Vanguard Small Cap Growth Index Admiral
Price$99.80
Change+$1.33 (+1.35%)
VolumeN/A
Net Assets36.92B
CMPCX vs VSGAX Comparison Chart in %
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CMPCX vs. VSGAX commentary
Jul 18, 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.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 36.9B vs. CMPCX (29.8M). VSGAX pays higher dividends than CMPCX: VSGAX (0.54) 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 : 6.95 vs. CMPCX (-6.99). VSGAX return over 5 years is better than : 36.59 vs. CMPCX (3.30).
| CMPCX | VSGAX | CMPCX / VSGAX | |
| Total Expense Ratio | 1.90 | 0.07 | 2,714% |
| Annual Report Gross Expense Ratio | 1.96 | 0.07 | 2,800% |
| Fund Existence | 31 years | 14 years | - |
| Gain YTD | -1.844 | 0.101 | -1,833% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8M | 36.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.54 | - |
| Returns for 1 year | -6.99 | 6.95 | -101% |
| Returns for 3 years | 7.01 | 39.59 | 18% |
| Returns for 5 years | 3.30 | 36.59 | 9% |
| Returns for 10 years | -12.21 | 112.31 | -11% |