Interact to see
Advertisement
Advertisement
CMPAX vs VISGX
CMPAX vs VISGX Comparison
Open Charts CMPAX vs VISGX
Calvert Small/Mid-Cap A
Price$24.59
Change+$0.33 (+1.36%)
VolumeN/A
Net Assets215.36M
Vanguard Small Cap Growth Index I
Price$85.38
Change+$0.83 (+0.98%)
VolumeN/A
Net Assets39.74B
CMPAX vs VISGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CMPAX vs. VISGX commentary
Dec 04, 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 CMPAX is a Hold and VISGX is a Buy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 39.7B vs. CMPAX (215M). VISGX pays higher dividends than CMPAX: VISGX (0.43) vs CMPAX (0.17). CMPAX was incepted earlier than VISGX: CMPAX (58 years) vs VISGX (28 years). CMPAX (1.51) is less costly to investors than VISGX (0.19). CMPAX is a more actively managed with annual turnover of: 42.00 vs. VISGX (21.00). CMPAX has a lower initial minimum investment than VISGX: CMPAX (1000) vs VISGX (3000). VISGX annual gain was more profitable for investors over the last year : 0.13 vs. CMPAX (-16.88). VISGX return over 5 years is better than : 21.65 vs. CMPAX (-5.23).
| CMPAX | VISGX | CMPAX / VISGX | |
| Total Expense Ratio | 1.14 | 0.19 | 600% |
| Annual Report Gross Expense Ratio | 1.51 | 0.19 | 795% |
| Fund Existence | 58 years | 28 years | - |
| Gain YTD | -5.150 | 7.513 | -69% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 215M | 39.7B | 1% |
| Annual Yield % from dividends | 0.17 | 0.43 | 39% |
| Returns for 1 year | -16.88 | 0.13 | -13,102% |
| Returns for 3 years | 0.52 | 39.84 | 1% |
| Returns for 5 years | -5.23 | 21.65 | -24% |
| Returns for 10 years | 7.26 | 145.16 | 5% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement