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CMCIX vs PMAQX
CMCIX vs PMAQX Comparison
Open Charts CMCIX vs PMAQX
Calvert Small/Mid-Cap I
Price$27.68
Change-$0.04 (-0.14%)
VolumeN/A
Net Assets32.68M
CMCIX vs PMAQX Comparison Chart
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CMCIX vs. PMAQX 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 PMAQX is a Hold.
FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 29.8B vs. CMCIX (32.7M). PMAQX pays higher dividends than CMCIX: PMAQX (0.10) vs CMCIX (0.00). CMCIX was incepted earlier than PMAQX: CMCIX (14 years) vs PMAQX (8 years). CMCIX is a more actively managed with annual turnover of: 43.00 vs. PMAQX (10.10). 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 : 20.54 vs. CMCIX (7.85). PMAQX return over 5 years is better than : 44.40 vs. CMCIX (9.90).
| CMCIX | PMAQX | CMCIX / PMAQX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 8 years | - |
| Gain YTD | 3.015 | 3.988 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.7M | 29.8B | 0% |
| Annual Yield % from dividends | 0.00 | 0.10 | - |
| Returns for 1 year | 7.85 | 20.54 | 38% |
| Returns for 3 years | 3.17 | 25.42 | 12% |
| Returns for 5 years | 9.90 | 44.40 | 22% |
| Returns for 10 years | 22.55 | N/A | - |
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