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CMPCX vs VSGIX
CMPCX vs VSGIX Comparison
Open Charts CMPCX vs VSGIX
Calvert Small/Mid-Cap C
Price$19.09
Change-$0.33 (-1.70%)
VolumeN/A
Net Assets29.82M
Vanguard Small Cap Growth Index I
Price$75.25
Change-$1.25 (-1.63%)
VolumeN/A
Net Assets34.95B
CMPCX vs VSGIX Comparison Chart
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CMPCX vs. VSGIX 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 VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35B vs. CMPCX (29.8M). VSGIX pays higher dividends than CMPCX: VSGIX (0.58) vs CMPCX (0.00). CMPCX was incepted earlier than VSGIX: CMPCX (31 years) vs VSGIX (25 years). CMPCX (1.96) 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 : 7.16 vs. CMPCX (-4.50). VSGIX return over 5 years is better than : 40.60 vs. CMPCX (5.59).
| CMPCX | VSGIX | CMPCX / VSGIX | |
| Total Expense Ratio | 1.90 | 0.06 | 3,167% |
| Annual Report Gross Expense Ratio | 1.96 | 0.06 | 3,267% |
| Fund Existence | 31 years | 25 years | - |
| Gain YTD | -4.883 | -4.502 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8M | 35B | 0% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | -4.50 | 7.16 | -63% |
| Returns for 3 years | 6.29 | 38.64 | 16% |
| Returns for 5 years | 5.59 | 40.60 | 14% |
| Returns for 10 years | -16.56 | 101.47 | -16% |
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