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CMCIX vs PEMGX
CMCIX vs PEMGX Comparison
Open Charts CMCIX vs PEMGX
Calvert Small/Mid-Cap I
Price$27.08
Change+$0.20 (+0.74%)
VolumeN/A
CapitalizationN/A
CMCIX vs PEMGX Comparison Chart
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CMCIX vs. PEMGX commentary
Dec 24, 2024
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 Hold and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 28.8B vs. CMCIX (35.9M). CMCIX (0.00) and PEMGX (0.00) have matching dividends . CMCIX was incepted earlier than PEMGX: CMCIX (13 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 : 18.15 vs. CMCIX (5.60). PEMGX return over 5 years is better than : 43.12 vs. CMCIX (8.77).
| CMCIX | PEMGX | CMCIX / PEMGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 20 years | - |
| Gain YTD | 4.661 | 17.157 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.9M | 28.8B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 5.60 | 18.15 | 31% |
| Returns for 3 years | -2.40 | 9.89 | -24% |
| Returns for 5 years | 8.77 | 43.12 | 20% |
| Returns for 10 years | 19.00 | 98.07 | 19% |