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CMPAX vs VSGIX
CMPAX vs VSGIX Comparison
Open Charts CMPAX vs VSGIX
Calvert Small/Mid-Cap A
Price$24.12
Change-$0.29 (-1.19%)
VolumeN/A
Net Assets217.57M
Vanguard Small Cap Growth Index I
Price$82.18
Change-$2.84 (-3.34%)
VolumeN/A
Net Assets39.74B
CMPAX vs VSGIX Comparison Chart in %
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CMPAX vs. VSGIX commentary
Nov 14, 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 StrongBuy and VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.7B vs. CMPAX (218M). VSGIX pays higher dividends than CMPAX: VSGIX (0.55) vs CMPAX (0.17). 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 : 4.02 vs. CMPAX (-15.00). VSGIX return over 5 years is better than : 27.70 vs. CMPAX (-3.53).
| 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 | -5.892 | 7.958 | -74% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218M | 39.7B | 1% |
| Annual Yield % from dividends | 0.17 | 0.55 | 30% |
| Returns for 1 year | -15.00 | 4.02 | -373% |
| Returns for 3 years | 3.94 | 41.29 | 10% |
| Returns for 5 years | -3.53 | 27.70 | -13% |
| Returns for 10 years | 7.12 | 155.49 | 5% |
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