CMPCX
Price
$20.12
Change
-$0.09 (-0.45%)
Updated
Aug 28 closing price
Net Assets
29.37M
VSGIX
Price
$83.08
Change
+$0.77 (+0.94%)
Updated
Aug 28 closing price
Net Assets
37.46B
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CMPCX vs VSGIX

Header iconCMPCX vs VSGIX Comparison
Open Charts CMPCX vs VSGIXBanner chart's image
Calvert Small/Mid-Cap C
Price$20.12
Change-$0.09 (-0.45%)
VolumeN/A
Net Assets29.37M
Vanguard Small Cap Growth Index I
Price$83.08
Change+$0.77 (+0.94%)
VolumeN/A
Net Assets37.46B
CMPCX vs VSGIX Comparison Chart in %
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VS
CMPCX vs. VSGIX commentary
Aug 29, 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 VSGIX is a Buy.

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FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 37.5B vs. CMPCX (29.4M). VSGIX pays higher dividends than CMPCX: VSGIX (0.54) vs CMPCX (0.00). CMPCX was incepted earlier than VSGIX: CMPCX (31 years) vs VSGIX (25 years). CMPCX (2.26) is less costly to investors than VSGIX (0.06). CMPCX is a more actively managed with annual turnover of: 42.00 vs. VSGIX (21.00). CMPCX has a lower initial minimum investment than VSGIX: CMPCX (1000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 13.41 vs. CMPCX (-5.07). VSGIX return over 5 years is better than : 34.65 vs. CMPCX (0.75).
CMPCXVSGIXCMPCX / VSGIX
Total Expense Ratio1.890.063,150%
Annual Report Gross Expense Ratio2.260.063,767%
Fund Existence31 years25 years-
Gain YTD0.6984.47816%
Front LoadN/AN/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets29.4M37.5B0%
Annual Yield % from dividends0.000.54-
Returns for 1 year-5.0713.41-38%
Returns for 3 years5.3734.6715%
Returns for 5 years0.7534.652%
Returns for 10 years-5.56139.25-4%
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