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CMPCX vs VSGAX
CMPCX vs VSGAX Comparison
Open Charts CMPCX vs VSGAX
Calvert Small/Mid-Cap C
Price$19.09
Change-$0.33 (-1.70%)
VolumeN/A
Net Assets29.82M
Vanguard Small Cap Growth Index Admiral
Price$93.96
Change-$1.57 (-1.64%)
VolumeN/A
Net Assets34.95B
CMPCX vs VSGAX Comparison Chart
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CMPCX vs. VSGAX commentary
Jun 16, 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 Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 35B vs. CMPCX (29.8M). VSGAX pays higher dividends than CMPCX: VSGAX (0.57) vs CMPCX (0.00). CMPCX was incepted earlier than VSGAX: CMPCX (31 years) vs VSGAX (14 years). CMPCX (1.96) 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 : 7.16 vs. CMPCX (-4.50). VSGAX return over 5 years is better than : 40.57 vs. CMPCX (5.59).
| CMPCX | VSGAX | CMPCX / VSGAX | |
| Total Expense Ratio | 1.90 | 0.07 | 2,714% |
| Annual Report Gross Expense Ratio | 1.96 | 0.07 | 2,800% |
| Fund Existence | 31 years | 14 years | - |
| Gain YTD | -4.883 | -4.503 | 108% |
| 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 | 0.57 | - |
| Returns for 1 year | -4.50 | 7.16 | -63% |
| Returns for 3 years | 6.29 | 38.65 | 16% |
| Returns for 5 years | 5.59 | 40.57 | 14% |
| Returns for 10 years | -16.56 | 101.45 | -16% |
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