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CMPCX vs VSGIX
CMPCX vs VSGIX Comparison
Open Charts CMPCX vs VSGIX
Calvert Small/Mid-Cap C
Price$20.00
Change+$0.13 (+0.65%)
VolumeN/A
Net Assets29.8M
Vanguard Small Cap Growth Index I
Price$79.26
Change+$0.80 (+1.02%)
VolumeN/A
Net Assets34.95B
CMPCX vs VSGIX Comparison Chart in %
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CMPCX vs. VSGIX 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 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 (0.55) 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 : 12.95 vs. CMPCX (-0.45). VSGIX return over 5 years is better than : 40.73 vs. CMPCX (7.70).
| 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 | -0.349 | 0.607 | -57% |
| 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 | 0.55 | - |
| Returns for 1 year | -0.45 | 12.95 | -3% |
| Returns for 3 years | 7.64 | 41.88 | 18% |
| Returns for 5 years | 7.70 | 40.73 | 19% |
| Returns for 10 years | -10.75 | 116.42 | -9% |
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