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CMCIX vs PEMGX
CMCIX vs PEMGX Comparison
Open Charts CMCIX vs PEMGX
Calvert Small/Mid-Cap I
Price$25.83
Change+$0.13 (+0.51%)
VolumeN/A
Net Assets225.87M
CMCIX vs PEMGX Comparison Chart in %
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CMCIX vs. PEMGX commentary
Oct 20, 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 Hold and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.9B vs. CMCIX (226M). CMCIX pays higher dividends than PEMGX: CMCIX (0.40) vs PEMGX (0.00). CMCIX was incepted earlier than PEMGX: CMCIX (14 years) vs PEMGX (20 years). CMCIX (1.26) is less costly to investors than PEMGX (0.91). 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 : -3.03 vs. CMCIX (-9.98). PEMGX return over 5 years is better than : 35.03 vs. CMCIX (5.82).
| CMCIX | PEMGX | CMCIX / PEMGX | |
| Total Expense Ratio | 0.89 | 0.91 | 98% |
| Annual Report Gross Expense Ratio | 1.26 | 0.91 | 138% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | -3.870 | 2.206 | -175% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226M | 31.9B | 1% |
| Annual Yield % from dividends | 0.40 | 0.00 | - |
| Returns for 1 year | -9.98 | -3.03 | 330% |
| Returns for 3 years | 11.75 | 48.57 | 24% |
| Returns for 5 years | 5.82 | 35.03 | 17% |
| Returns for 10 years | 13.02 | 99.18 | 13% |
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