Interact to see
Advertisement
Advertisement
CMPCX vs VSGIX
CMPCX vs VSGIX Comparison
Open Charts CMPCX vs VSGIX
Calvert Small/Mid-Cap C
Price$19.91
Change+$0.21 (+1.07%)
VolumeN/A
Net Assets29.8M
Vanguard Small Cap Growth Index I
Price$79.92
Change+$1.06 (+1.34%)
VolumeN/A
Net Assets36.92B
CMPCX vs VSGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CMPCX vs. VSGIX 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 VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 36.9B vs. CMPCX (29.8M). VSGIX pays higher dividends than CMPCX: VSGIX (0.55) vs CMPCX (0.00). CMPCX was incepted earlier than VSGIX: CMPCX (31 years) vs VSGIX (25 years). CMPCX (1.96) 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 : 6.95 vs. CMPCX (-6.99). VSGIX return over 5 years is better than : 36.63 vs. CMPCX (3.30).
| CMPCX | VSGIX | CMPCX / VSGIX | |
| Total Expense Ratio | 1.90 | 0.06 | 3,167% |
| Annual Report Gross Expense Ratio | 1.96 | 0.06 | 3,267% |
| Fund Existence | 31 years | 25 years | - |
| Gain YTD | -1.844 | 0.099 | -1,860% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8M | 36.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | -6.99 | 6.95 | -101% |
| Returns for 3 years | 7.01 | 39.60 | 18% |
| Returns for 5 years | 3.30 | 36.63 | 9% |
| Returns for 10 years | -12.21 | 112.34 | -11% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement