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CMPCX vs VISGX
CMPCX vs VISGX Comparison
Open Charts CMPCX vs VISGX
Calvert Small/Mid-Cap C
Price$19.14
Change+$0.10 (+0.53%)
VolumeN/A
Net Assets225.87M
Vanguard Small Cap Growth Index I
Price$84.41
Change-$0.38 (-0.45%)
VolumeN/A
Net Assets39.1B
CMPCX vs VISGX Comparison Chart in %
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CMPCX vs. VISGX commentary
Oct 21, 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 CMPCX is a Hold and VISGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 39.1B vs. CMPCX (226M). VISGX pays higher dividends than CMPCX: VISGX (0.44) vs CMPCX (0.00). CMPCX was incepted earlier than VISGX: CMPCX (31 years) vs VISGX (27 years). CMPCX (2.26) is less costly to investors than VISGX (0.19). CMPCX is a more actively managed with annual turnover of: 42.00 vs. VISGX (21.00). CMPCX has a lower initial minimum investment than VISGX: CMPCX (1000) vs VISGX (3000). VISGX annual gain was more profitable for investors over the last year : 10.18 vs. CMPCX (-12.60). VISGX return over 5 years is better than : 31.06 vs. CMPCX (-5.81).
| CMPCX | VISGX | CMPCX / VISGX | |
| Total Expense Ratio | 1.89 | 0.19 | 995% |
| Annual Report Gross Expense Ratio | 2.26 | 0.19 | 1,189% |
| Fund Existence | 31 years | 27 years | - |
| Gain YTD | -4.634 | 7.310 | -63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226M | 39.1B | 1% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | -12.60 | 10.18 | -124% |
| Returns for 3 years | 4.76 | 49.62 | 10% |
| Returns for 5 years | -5.81 | 31.06 | -19% |
| Returns for 10 years | -9.03 | 147.79 | -6% |
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