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CMPCX vs VSGAX
CMPCX vs VSGAX Comparison
Open Charts CMPCX vs VSGAX
Calvert Small/Mid-Cap C
Price$18.06
Change+$0.07 (+0.39%)
VolumeN/A
Net Assets30.78M
Vanguard Small Cap Growth Index Admiral
Price$83.22
Change+$0.57 (+0.69%)
VolumeN/A
Net Assets33.7B
CMPCX vs VSGAX Comparison Chart
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CMPCX vs. VSGAX commentary
Apr 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: 33.7B vs. CMPCX (30.8M). VSGAX pays higher dividends than CMPCX: VSGAX (0.60) vs CMPCX (0.00). CMPCX was incepted earlier than VSGAX: CMPCX (30 years) vs VSGAX (14 years). CMPCX (2.02) is less costly to investors than VSGAX (0.07). CMPCX is a more actively managed with annual turnover of: 42.00 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 : -1.71 vs. CMPCX (-8.87). VSGAX return over 5 years is better than : 43.18 vs. CMPCX (6.58).
| CMPCX | VSGAX | CMPCX / VSGAX | |
| Total Expense Ratio | 1.89 | 0.07 | 2,700% |
| Annual Report Gross Expense Ratio | 2.02 | 0.07 | 2,886% |
| Fund Existence | 30 years | 14 years | - |
| Gain YTD | -10.364 | -15.998 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.8M | 33.7B | 0% |
| Annual Yield % from dividends | 0.00 | 0.60 | - |
| Returns for 1 year | -8.87 | -1.71 | 519% |
| Returns for 3 years | -14.62 | 0.18 | -8,091% |
| Returns for 5 years | 6.58 | 43.18 | 15% |
| Returns for 10 years | -19.44 | 78.73 | -25% |
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