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CMPAX vs VSGAX
CMPAX vs VSGAX Comparison
Open Charts CMPAX vs VSGAX
Calvert Small/Mid-Cap A
Price$24.01
Change-$0.62 (-2.52%)
VolumeN/A
Net Assets210.2M
Vanguard Small Cap Growth Index Admiral
Price$110.56
Change+$3.67 (+3.43%)
VolumeN/A
Net Assets39.31B
CMPAX vs VSGAX Comparison Chart in %
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CMPAX vs. VSGAX commentary
Feb 05, 2026
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 Buy and VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 39.3B vs. CMPAX (210M). VSGAX pays higher dividends than CMPAX: VSGAX (0.52) vs CMPAX (0.07). CMPAX was incepted earlier than VSGAX: CMPAX (58 years) vs VSGAX (14 years). CMPAX (1.51) is less costly to investors than VSGAX (0.07). CMPAX is a more actively managed with annual turnover of: 42.00 vs. VSGAX (21.00). CMPAX has a lower initial minimum investment than VSGAX: CMPAX (1000) vs VSGAX (3000). VSGAX annual gain was more profitable for investors over the last year : 8.93 vs. CMPAX (-7.94). VSGAX return over 5 years is better than : 9.44 vs. CMPAX (-13.41).
| CMPAX | VSGAX | CMPAX / VSGAX | |
| Total Expense Ratio | 1.14 | 0.07 | 1,629% |
| Annual Report Gross Expense Ratio | 1.51 | 0.07 | 2,157% |
| Fund Existence | 58 years | 14 years | - |
| Gain YTD | 3.447 | 4.184 | 82% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 210M | 39.3B | 1% |
| Annual Yield % from dividends | 0.07 | 0.52 | 14% |
| Returns for 1 year | -7.94 | 8.93 | -89% |
| Returns for 3 years | -1.33 | 37.28 | -4% |
| Returns for 5 years | -13.41 | 9.44 | -142% |
| Returns for 10 years | 35.35 | 205.83 | 17% |
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