CMPCX
Price
$18.23
Change
+$0.02 (+0.11%)
Updated
Dec 24 closing price
Net Assets
215.36M
VSGIX
Price
$87.29
Change
+$0.09 (+0.10%)
Updated
Dec 24 closing price
Net Assets
39.73B
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CMPCX vs VSGIX

Header iconCMPCX vs VSGIX Comparison
Open Charts CMPCX vs VSGIXBanner chart's image
Calvert Small/Mid-Cap C
Price$18.23
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets215.36M
Vanguard Small Cap Growth Index I
Price$87.29
Change+$0.09 (+0.10%)
VolumeN/A
Net Assets39.73B
CMPCX vs VSGIX Comparison Chart in %
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VS
CMPCX vs. VSGIX commentary
Dec 26, 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 VSGIX is a Buy.

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FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.7B vs. CMPCX (215M). VSGIX pays higher dividends than CMPCX: VSGIX (0.55) vs CMPCX (0.00). CMPCX was incepted earlier than VSGIX: CMPCX (31 years) vs VSGIX (26 years). CMPCX (2.26) is less costly to investors than VSGIX (0.06). CMPCX is a more actively managed with annual turnover of: 42.00 vs. VSGIX (21.00). CMPCX has a lower initial minimum investment than VSGIX: CMPCX (1000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 8.53 vs. CMPCX (-10.51). VSGIX return over 5 years is better than : 14.92 vs. CMPCX (-19.69).
CMPCXVSGIXCMPCX / VSGIX
Total Expense Ratio1.890.063,150%
Annual Report Gross Expense Ratio2.260.063,767%
Fund Existence31 years26 years-
Gain YTD-9.16810.840-85%
Front LoadN/AN/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets215M39.7B1%
Annual Yield % from dividends0.000.55-
Returns for 1 year-10.518.53-123%
Returns for 3 years2.3655.774%
Returns for 5 years-19.6914.92-132%
Returns for 10 years0.28158.300%
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