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CMCIX vs PEMGX
CMCIX vs PEMGX Comparison
Open Charts CMCIX vs PEMGX
Calvert Small/Mid-Cap I
Price$24.80
Change-$1.25 (-4.80%)
VolumeN/A
Net Assets32.08M
CMCIX vs PEMGX Comparison Chart
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CMCIX vs. PEMGX commentary
Apr 04, 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 CMCIX is a StrongBuy and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.8B vs. CMCIX (32.1M). CMCIX pays higher dividends than PEMGX: CMCIX (0.41) vs PEMGX (0.00). CMCIX was incepted earlier than PEMGX: CMCIX (14 years) vs PEMGX (20 years). CMCIX (1.02) is less costly to investors than PEMGX (0.95). CMCIX is a more actively managed with annual turnover of: 42.00 vs. PEMGX (10.50). PEMGX has a lower initial minimum investment than CMCIX: PEMGX (1000) vs CMCIX (1000000). PEMGX annual gain was more profitable for investors over the last year : 7.33 vs. CMCIX (-3.77). PEMGX return over 5 years is better than : 101.64 vs. CMCIX (47.72).
| CMCIX | PEMGX | CMCIX / PEMGX | |
| Total Expense Ratio | 0.89 | 0.95 | 94% |
| Annual Report Gross Expense Ratio | 1.02 | 0.95 | 107% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | -3.052 | 1.009 | -302% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.1M | 29.8B | 0% |
| Annual Yield % from dividends | 0.41 | 0.00 | - |
| Returns for 1 year | -3.77 | 7.33 | -51% |
| Returns for 3 years | -4.89 | 19.09 | -26% |
| Returns for 5 years | 47.72 | 101.64 | 47% |
| Returns for 10 years | 8.18 | 86.08 | 9% |
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