CMCIX
Price
$27.05
Change
+$0.32 (+1.20%)
Updated
Sep 4 closing price
Net Assets
29.37M
PMAQX
Price
$47.98
Change
+$0.48 (+1.01%)
Updated
Sep 4 closing price
Net Assets
33.13B
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CMCIX vs PMAQX

Header iconCMCIX vs PMAQX Comparison
Open Charts CMCIX vs PMAQXBanner chart's image
Calvert Small/Mid-Cap I
Price$27.05
Change+$0.32 (+1.20%)
VolumeN/A
Net Assets29.37M
Principal MidCap R6
Price$47.98
Change+$0.48 (+1.01%)
VolumeN/A
Net Assets33.13B
CMCIX vs PMAQX Comparison Chart in %
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CMCIX vs. PMAQX 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 PMAQX is a Buy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 33.1B vs. CMCIX (29.4M). CMCIX pays higher dividends than PMAQX: CMCIX (0.39) vs PMAQX (0.18). CMCIX was incepted earlier than PMAQX: CMCIX (14 years) vs PMAQX (9 years). CMCIX (1.26) 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 : 9.84 vs. CMCIX (-1.67). PMAQX return over 5 years is better than : 50.22 vs. CMCIX (14.46).
CMCIXPMAQXCMCIX / PMAQX
Total Expense Ratio0.890.59151%
Annual Report Gross Expense Ratio1.260.59214%
Fund Existence14 years9 years-
Gain YTD0.6707.5069%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets29.4M33.1B0%
Annual Yield % from dividends0.390.18210%
Returns for 1 year-1.679.84-17%
Returns for 3 years15.4847.8732%
Returns for 5 years14.4650.2229%
Returns for 10 years16.08N/A-
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