Interact to see
Advertisement
Advertisement
CMPCX vs VSGIX
CMPCX vs VSGIX Comparison
Open Charts CMPCX vs VSGIX
Calvert Small/Mid-Cap C
Price$18.76
Change-$0.23 (-1.21%)
VolumeN/A
Net Assets217.57M
Vanguard Small Cap Growth Index I
Price$82.18
Change-$2.84 (-3.34%)
VolumeN/A
Net Assets39.74B
CMPCX vs VSGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CMPCX vs. VSGIX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.7B vs. CMPCX (218M). 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 (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 : 4.02 vs. CMPCX (-16.27). VSGIX return over 5 years is better than : 27.70 vs. CMPCX (-11.30).
| 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 | 25 years | - |
| Gain YTD | -5.381 | 7.958 | -68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218M | 39.7B | 1% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | -16.27 | 4.02 | -405% |
| Returns for 3 years | -1.20 | 41.29 | -3% |
| Returns for 5 years | -11.30 | 27.70 | -41% |
| Returns for 10 years | -8.44 | 155.49 | -5% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BCSCX | 9.60 | 0.07 | +0.73% |
| BlackRock Commodity Strategies Inv C | |||
| ACLCX | 8.34 | 0.05 | +0.60% |
| American Century Value C | |||
| ODVNX | 46.58 | 0.03 | +0.06% |
| Invesco Developing Markets R | |||
| MDOEX | 11.38 | -0.01 | -0.09% |
| Morgan Stanley Developing Opportunity I | |||
| STCIX | 10.49 | -0.02 | -0.19% |
| Virtus Silvant Large-Cap Growth Stk A | |||