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CMPCX vs VSGAX
CMPCX vs VSGAX Comparison
Open Charts CMPCX vs VSGAX
Calvert Small/Mid-Cap C
Price$20.00
Change+$0.13 (+0.65%)
VolumeN/A
Net Assets29.8M
Vanguard Small Cap Growth Index Admiral
Price$98.98
Change+$1.00 (+1.02%)
VolumeN/A
Net Assets34.95B
CMPCX vs VSGAX Comparison Chart in %
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CMPCX vs. VSGAX 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 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 (0.54) 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 : 12.95 vs. CMPCX (-0.45). VSGAX return over 5 years is better than : 40.75 vs. CMPCX (7.70).
| 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 | -0.349 | 0.619 | -56% |
| 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 | 0.54 | - |
| Returns for 1 year | -0.45 | 12.95 | -3% |
| Returns for 3 years | 7.64 | 41.87 | 18% |
| Returns for 5 years | 7.70 | 40.75 | 19% |
| Returns for 10 years | -10.75 | 116.41 | -9% |
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