Interact to see
Advertisement
Advertisement
CMCIX vs PEMGX
CMCIX vs PEMGX Comparison
Open Charts CMCIX vs PEMGX
Calvert Small/Mid-Cap I
Price$27.05
Change+$0.32 (+1.20%)
VolumeN/A
Net Assets29.37M
CMCIX vs PEMGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CMCIX vs. PEMGX commentary
Sep 06, 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 Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.1B vs. CMCIX (29.4M). CMCIX pays higher dividends than PEMGX: CMCIX (0.39) 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 : 9.33 vs. CMCIX (-1.67). PEMGX return over 5 years is better than : 46.73 vs. CMCIX (14.46).
| 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 | 0.670 | 7.274 | 9% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.4M | 33.1B | 0% |
| Annual Yield % from dividends | 0.39 | 0.00 | - |
| Returns for 1 year | -1.67 | 9.33 | -18% |
| Returns for 3 years | 15.48 | 45.84 | 34% |
| Returns for 5 years | 14.46 | 46.73 | 31% |
| Returns for 10 years | 16.08 | 108.77 | 15% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers