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CMPAX vs VSGIX
CMPAX vs VSGIX Comparison
Open Charts CMPAX vs VSGIX
Calvert Small/Mid-Cap A
Price$24.59
Change+$0.13 (+0.53%)
VolumeN/A
Net Assets225.87M
Vanguard Small Cap Growth Index I
Price$84.53
Change-$0.37 (-0.44%)
VolumeN/A
Net Assets39.1B
CMPAX vs VSGIX Comparison Chart in %
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CMPAX vs. VSGIX commentary
Oct 19, 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 VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.1B vs. CMPAX (226M). VSGIX pays higher dividends than CMPAX: VSGIX (0.56) vs CMPAX (0.16). CMPAX was incepted earlier than VSGIX: CMPAX (58 years) vs VSGIX (25 years). CMPAX (1.51) is less costly to investors than VSGIX (0.06). CMPAX is a more actively managed with annual turnover of: 42.00 vs. VSGIX (21.00). CMPAX has a lower initial minimum investment than VSGIX: CMPAX (1000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 10.22 vs. CMPAX (-10.45). VSGIX return over 5 years is better than : 31.33 vs. CMPAX (3.69).
| CMPAX | VSGIX | CMPAX / VSGIX | |
| Total Expense Ratio | 1.14 | 0.06 | 1,900% |
| Annual Report Gross Expense Ratio | 1.51 | 0.06 | 2,517% |
| Fund Existence | 58 years | 25 years | - |
| Gain YTD | -4.058 | 7.336 | -55% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226M | 39.1B | 1% |
| Annual Yield % from dividends | 0.16 | 0.56 | 29% |
| Returns for 1 year | -10.45 | 10.22 | -102% |
| Returns for 3 years | 10.39 | 49.80 | 21% |
| Returns for 5 years | 3.69 | 31.33 | 12% |
| Returns for 10 years | 8.59 | 148.90 | 6% |
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