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CMPCX vs VISGX
CMPCX vs VISGX Comparison
Open Charts CMPCX vs VISGX
Calvert Small/Mid-Cap C
Price$19.61
Change-$0.21 (-1.06%)
VolumeN/A
Net Assets29.37M
Vanguard Small Cap Growth Index I
Price$80.43
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets37.46B
CMPCX vs VISGX Comparison Chart in %
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CMPCX vs. VISGX commentary
Aug 18, 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 Buy and VISGX is a Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 37.5B vs. CMPCX (29.4M). VISGX pays higher dividends than CMPCX: VISGX (0.42) vs CMPCX (0.00). CMPCX was incepted earlier than VISGX: CMPCX (31 years) vs VISGX (27 years). CMPCX (1.96) 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 : 12.46 vs. CMPCX (-6.84). VISGX return over 5 years is better than : 33.98 vs. CMPCX (-2.92).
| CMPCX | VISGX | CMPCX / VISGX | |
| Total Expense Ratio | 1.90 | 0.19 | 1,000% |
| Annual Report Gross Expense Ratio | 1.96 | 0.19 | 1,032% |
| Fund Existence | 31 years | 27 years | - |
| Gain YTD | -2.292 | 2.220 | -103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.4M | 37.5B | 0% |
| Annual Yield % from dividends | 0.00 | 0.42 | - |
| Returns for 1 year | -6.84 | 12.46 | -55% |
| Returns for 3 years | -5.36 | 21.49 | -25% |
| Returns for 5 years | -2.92 | 33.98 | -9% |
| Returns for 10 years | -12.92 | 120.13 | -11% |
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