CMCIX
Price
$26.10
Change
-$0.11 (-0.42%)
Updated
Sep 29 closing price
Net Assets
30.23M
PEMGX
Price
$45.08
Change
+$0.17 (+0.38%)
Updated
Sep 29 closing price
Net Assets
33.04B
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CMCIX vs PEMGX

Header iconCMCIX vs PEMGX Comparison
Open Charts CMCIX vs PEMGXBanner chart's image
Calvert Small/Mid-Cap I
Price$26.10
Change-$0.11 (-0.42%)
VolumeN/A
Net Assets30.23M
Principal MidCap A
Price$45.08
Change+$0.17 (+0.38%)
VolumeN/A
Net Assets33.04B
CMCIX vs PEMGX Comparison Chart in %
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CMCIX vs. PEMGX commentary
Sep 30, 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.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33B vs. CMCIX (30.2M). 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 : 2.46 vs. CMCIX (-7.60). PEMGX return over 5 years is better than : 45.48 vs. CMCIX (16.30).
CMCIXPEMGXCMCIX / PEMGX
Total Expense Ratio0.890.9198%
Annual Report Gross Expense Ratio1.260.91138%
Fund Existence14 years20 years-
Gain YTD-2.4565.373-46%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets30.2M33B0%
Annual Yield % from dividends0.390.00-
Returns for 1 year-7.602.46-308%
Returns for 3 years19.2056.5934%
Returns for 5 years16.3045.4836%
Returns for 10 years20.23112.0218%
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