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CMPCX vs VISGX
CMPCX vs VISGX Comparison
Open Charts CMPCX vs VISGX
Calvert Small/Mid-Cap C
Price$20.00
Change+$0.13 (+0.65%)
VolumeN/A
Net Assets29.8M
Vanguard Small Cap Growth Index I
Price$79.16
Change+$0.80 (+1.02%)
VolumeN/A
Net Assets34.95B
CMPCX vs VISGX Comparison Chart in %
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CMPCX vs. VISGX commentary
Jul 07, 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 StrongBuy and VISGX is a Buy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 35B vs. CMPCX (29.8M). VISGX pays higher dividends than CMPCX: VISGX (0.43) 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 : 12.91 vs. CMPCX (-0.45). VISGX return over 5 years is better than : 40.47 vs. CMPCX (7.70).
| 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 | -0.349 | 0.606 | -58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8M | 35B | 0% |
| Annual Yield % from dividends | 0.00 | 0.43 | - |
| Returns for 1 year | -0.45 | 12.91 | -3% |
| Returns for 3 years | 7.64 | 41.73 | 18% |
| Returns for 5 years | 7.70 | 40.47 | 19% |
| Returns for 10 years | -10.75 | 115.56 | -9% |
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