CMPAX
Price
$25.16
Change
-$0.28 (-1.10%)
Updated
Aug 15 closing price
Net Assets
29.37M
VSGIX
Price
$80.56
Change
+$0.05 (+0.06%)
Updated
Aug 15 closing price
Net Assets
37.46B
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CMPAX vs VSGIX

Header iconCMPAX vs VSGIX Comparison
Open Charts CMPAX vs VSGIXBanner chart's image
Calvert Small/Mid-Cap A
Price$25.16
Change-$0.28 (-1.10%)
VolumeN/A
Net Assets29.37M
Vanguard Small Cap Growth Index I
Price$80.56
Change+$0.05 (+0.06%)
VolumeN/A
Net Assets37.46B
CMPAX vs VSGIX Comparison Chart in %
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CMPAX vs. VSGIX commentary
Aug 17, 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 Buy and VSGIX is a Hold.

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FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 37.5B vs. CMPAX (29.4M). VSGIX pays higher dividends than CMPAX: VSGIX (0.54) vs CMPAX (0.16). CMPAX was incepted earlier than VSGIX: CMPAX (57 years) vs VSGIX (25 years). CMPAX (1.21) 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 : 12.52 vs. CMPAX (-4.52). VSGIX return over 5 years is better than : 34.27 vs. CMPAX (7.04).
CMPAXVSGIXCMPAX / VSGIX
Total Expense Ratio1.150.061,917%
Annual Report Gross Expense Ratio1.210.062,017%
Fund Existence57 years25 years-
Gain YTD-1.8342.257-81%
Front Load5%N/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets29.4M37.5B0%
Annual Yield % from dividends0.160.5430%
Returns for 1 year-4.5212.52-36%
Returns for 3 years-0.2821.63-1%
Returns for 5 years7.0434.2721%
Returns for 10 years4.00121.033%
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