Ad is loading...
CMPCX vs VSGIX
CMPCX vs VSGIX Comparison
Open Charts CMPCX vs VSGIX
Calvert Small/Mid-Cap C
Price$18.06
Change+$0.07 (+0.39%)
VolumeN/A
Net Assets30.78M
Vanguard Small Cap Growth Index I
Price$66.64
Change+$0.45 (+0.68%)
VolumeN/A
Net Assets33.7B
CMPCX vs VSGIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CMPCX vs. VSGIX 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 VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 33.7B vs. CMPCX (30.8M). VSGIX pays higher dividends than CMPCX: VSGIX (0.61) vs CMPCX (0.00). CMPCX was incepted earlier than VSGIX: CMPCX (30 years) vs VSGIX (25 years). CMPCX (2.02) is less costly to investors than VSGIX (0.06). CMPCX is a more actively managed with annual turnover of: 42.00 vs. VSGIX (19.00). 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 : -1.70 vs. CMPCX (-8.87). VSGIX return over 5 years is better than : 43.20 vs. CMPCX (6.58).
| CMPCX | VSGIX | CMPCX / VSGIX | |
| Total Expense Ratio | 1.89 | 0.06 | 3,150% |
| Annual Report Gross Expense Ratio | 2.02 | 0.06 | 3,367% |
| Fund Existence | 30 years | 25 years | - |
| Gain YTD | -10.364 | -16.000 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.8M | 33.7B | 0% |
| Annual Yield % from dividends | 0.00 | 0.61 | - |
| Returns for 1 year | -8.87 | -1.70 | 520% |
| Returns for 3 years | -14.62 | 0.19 | -7,616% |
| Returns for 5 years | 6.58 | 43.20 | 15% |
| Returns for 10 years | -19.44 | 78.75 | -25% |
View a ticker or compare two or three
VS
VS
Ad is loading...