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CMCIX vs PEMGX
CMCIX vs PEMGX Comparison
Open Charts CMCIX vs PEMGX
Calvert Small/Mid-Cap I
Price$29.99
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
CMCIX vs PEMGX Comparison Chart
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CMCIX vs. PEMGX commentary
Nov 22, 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 Buy and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.5B vs. CMCIX (64M). CMCIX (0.00) and PEMGX (0.00) have matching dividends . CMCIX was incepted earlier than PEMGX: CMCIX (13 years) vs PEMGX (19 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 : 29.83 vs. CMCIX (21.66). PEMGX return over 5 years is better than : 51.07 vs. CMCIX (17.49).
| CMCIX | PEMGX | CMCIX / PEMGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 13.554 | 25.517 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64M | 29.5B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 21.66 | 29.83 | 73% |
| Returns for 3 years | -9.51 | 6.89 | -138% |
| Returns for 5 years | 17.49 | 51.07 | 34% |
| Returns for 10 years | 28.44 | 104.51 | 27% |
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