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CMPAX vs VSGIX
CMPAX vs VSGIX Comparison
Open Charts CMPAX vs VSGIX
Calvert Small/Mid-Cap A
Price$24.46
Change-$0.43 (-1.73%)
VolumeN/A
Net Assets29.82M
Vanguard Small Cap Growth Index I
Price$75.25
Change-$1.25 (-1.63%)
VolumeN/A
Net Assets34.95B
CMPAX vs VSGIX Comparison Chart
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CMPAX vs. VSGIX commentary
Jun 16, 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 Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35B vs. CMPAX (29.8M). VSGIX pays higher dividends than CMPAX: VSGIX (0.58) 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 : 7.16 vs. CMPAX (-3.02). VSGIX return over 5 years is better than : 40.60 vs. CMPAX (16.43).
| CMPAX | VSGIX | CMPAX / VSGIX | |
| Total Expense Ratio | 1.15 | 0.06 | 1,917% |
| Annual Report Gross Expense Ratio | 1.21 | 0.06 | 2,017% |
| Fund Existence | 57 years | 25 years | - |
| Gain YTD | -4.565 | -4.502 | 101% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8M | 35B | 0% |
| Annual Yield % from dividends | 0.16 | 0.58 | 29% |
| Returns for 1 year | -3.02 | 7.16 | -42% |
| Returns for 3 years | 11.96 | 38.64 | 31% |
| Returns for 5 years | 16.43 | 40.60 | 40% |
| Returns for 10 years | -0.42 | 101.47 | -0% |
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