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CMPCX vs VSGIX
CMPCX vs VSGIX Comparison
Open Charts CMPCX vs VSGIX
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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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.
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).
| CMPCX | VSGIX | CMPCX / VSGIX | |
| Total Expense Ratio | 1.89 | 0.06 | 3,150% |
| Annual Report Gross Expense Ratio | 2.26 | 0.06 | 3,767% |
| Fund Existence | 31 years | 26 years | - |
| Gain YTD | -9.168 | 10.840 | -85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 215M | 39.7B | 1% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | -10.51 | 8.53 | -123% |
| Returns for 3 years | 2.36 | 55.77 | 4% |
| Returns for 5 years | -19.69 | 14.92 | -132% |
| Returns for 10 years | 0.28 | 158.30 | 0% |
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