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CMPCX vs VSGAX
CMPCX vs VSGAX Comparison
Open Charts CMPCX vs VSGAX
Calvert Small/Mid-Cap C
Price$20.80
Change-$0.23 (-1.09%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index Admiral
Price$98.93
Change-$4.57 (-4.42%)
VolumeN/A
CapitalizationN/A
CMPCX vs VSGAX Comparison Chart
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CMPCX vs. VSGAX commentary
Dec 19, 2024
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: 40.7B vs. CMPCX (35.9M). 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 : 24.05 vs. CMPCX (6.18). VSGAX return over 5 years is better than : 49.70 vs. CMPCX (-0.24).
| 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 | 4.470 | 22.062 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.9M | 40.7B | 0% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 6.18 | 24.05 | 26% |
| Returns for 3 years | -5.71 | 8.33 | -69% |
| Returns for 5 years | -0.24 | 49.70 | -0% |
| Returns for 10 years | -0.48 | 140.15 | -0% |
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