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CMCIX vs PMAQX
CMCIX vs PMAQX Comparison
Open Charts CMCIX vs PMAQX
Calvert Small/Mid-Cap I
Price$26.42
Change-$0.29 (-1.09%)
VolumeN/A
Net Assets29.37M
CMCIX vs PMAQX Comparison Chart in %
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CMCIX vs. PMAQX commentary
Aug 16, 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 PMAQX is a Buy.
FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 32.6B vs. CMCIX (29.4M). CMCIX pays higher dividends than PMAQX: CMCIX (0.40) vs PMAQX (0.19). CMCIX was incepted earlier than PMAQX: CMCIX (14 years) vs PMAQX (9 years). CMCIX (0.96) is less costly to investors than PMAQX (0.59). CMCIX is a more actively managed with annual turnover of: 42.00 vs. PMAQX (10.50). PMAQX has a lower initial minimum investment than CMCIX: PMAQX (0) vs CMCIX (1000000). PMAQX annual gain was more profitable for investors over the last year : 9.78 vs. CMCIX (-2.94). PMAQX return over 5 years is better than : 47.96 vs. CMCIX (10.46).
| CMCIX | PMAQX | CMCIX / PMAQX | |
| Total Expense Ratio | 0.90 | 0.59 | 153% |
| Annual Report Gross Expense Ratio | 0.96 | 0.59 | 163% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | -0.595 | 6.251 | -10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.4M | 32.6B | 0% |
| Annual Yield % from dividends | 0.40 | 0.19 | 216% |
| Returns for 1 year | -2.94 | 9.78 | -30% |
| Returns for 3 years | 2.05 | 32.36 | 6% |
| Returns for 5 years | 10.46 | 47.96 | 22% |
| Returns for 10 years | 9.42 | N/A | - |
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