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CMPCX vs VSGAX
CMPCX vs VSGAX Comparison
Open Charts CMPCX vs VSGAX
Calvert Small/Mid-Cap C
Price$19.14
Change+$0.10 (+0.53%)
VolumeN/A
Net Assets225.87M
Vanguard Small Cap Growth Index Admiral
Price$105.55
Change-$0.47 (-0.44%)
VolumeN/A
Net Assets39.1B
CMPCX vs VSGAX Comparison Chart in %
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CMPCX vs. VSGAX 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 VSGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 39.1B vs. CMPCX (226M). VSGAX pays higher dividends than CMPCX: VSGAX (0.56) vs CMPCX (0.00). CMPCX was incepted earlier than VSGAX: CMPCX (31 years) vs VSGAX (14 years). CMPCX (2.26) is less costly to investors than VSGAX (0.07). CMPCX is a more actively managed with annual turnover of: 42.00 vs. VSGAX (21.00). CMPCX has a lower initial minimum investment than VSGAX: CMPCX (1000) vs VSGAX (3000). VSGAX annual gain was more profitable for investors over the last year : 10.21 vs. CMPCX (-12.60). VSGAX return over 5 years is better than : 31.32 vs. CMPCX (-5.81).
| CMPCX | VSGAX | CMPCX / VSGAX | |
| Total Expense Ratio | 1.89 | 0.07 | 2,700% |
| Annual Report Gross Expense Ratio | 2.26 | 0.07 | 3,229% |
| Fund Existence | 31 years | 14 years | - |
| Gain YTD | -4.634 | 7.337 | -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 | 0.56 | - |
| Returns for 1 year | -12.60 | 10.21 | -123% |
| Returns for 3 years | 4.76 | 49.78 | 10% |
| Returns for 5 years | -5.81 | 31.32 | -19% |
| Returns for 10 years | -9.03 | 148.83 | -6% |
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