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CMCIX vs PEMGX
CMCIX vs PEMGX Comparison
Open Charts CMCIX vs PEMGX
Calvert Small/Mid-Cap I
Price$27.68
Change-$0.04 (-0.14%)
VolumeN/A
Net Assets32.68M
CMCIX vs PEMGX Comparison Chart
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CMCIX vs. PEMGX commentary
Jan 25, 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 Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.8B vs. CMCIX (32.7M). 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 : 19.98 vs. CMCIX (7.85). PEMGX return over 5 years is better than : 40.97 vs. CMCIX (9.90).
| 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 | 3.015 | 3.989 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.7M | 29.8B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 7.85 | 19.98 | 39% |
| Returns for 3 years | 3.17 | 23.70 | 13% |
| Returns for 5 years | 9.90 | 40.97 | 24% |
| Returns for 10 years | 22.55 | 105.37 | 21% |
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