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CMCIX vs PEMGX
CMCIX vs PEMGX Comparison
Open Charts CMCIX vs PEMGX
Calvert Small/Mid-Cap I
Price$26.44
Change-$0.32 (-1.20%)
VolumeN/A
Net Assets33.33M
CMCIX vs PEMGX Comparison Chart
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CMCIX vs. PEMGX commentary
Mar 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 Buy and PEMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.2B vs. CMCIX (33.3M). CMCIX (0.00) and PEMGX (0.00) have matching dividends . CMCIX was incepted earlier than PEMGX: CMCIX (14 years) vs PEMGX (20 years). CMCIX is a more actively managed with annual turnover of: 43.00 vs. PEMGX (10.10). 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 : 12.87 vs. CMCIX (0.33). PEMGX return over 5 years is better than : 53.22 vs. CMCIX (17.86).
| CMCIX | PEMGX | CMCIX / PEMGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | -0.409 | 3.895 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.3M | 30.2B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 0.33 | 12.87 | 3% |
| Returns for 3 years | -0.45 | 29.36 | -2% |
| Returns for 5 years | 17.86 | 53.22 | 34% |
| Returns for 10 years | 14.00 | 92.06 | 15% |
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