CMCIX
Price
$24.75
Change
+$0.25 (+1.02%)
Updated
Apr 24 closing price
Net Assets
30.78M
PMAQX
Price
$43.93
Change
+$0.63 (+1.45%)
Updated
Apr 24 closing price
Net Assets
28.88B
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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$24.75
Change+$0.25 (+1.02%)
VolumeN/A
Net Assets30.78M
Principal MidCap R6
Price$43.93
Change+$0.63 (+1.45%)
VolumeN/A
Net Assets28.88B
CMCIX vs PMAQX Comparison Chart
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CMCIX vs. PMAQX commentary
Apr 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 Buy and PMAQX is a Buy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 28.9B vs. CMCIX (30.8M). CMCIX pays higher dividends than PMAQX: CMCIX (0.41) vs PMAQX (0.20). CMCIX was incepted earlier than PMAQX: CMCIX (14 years) vs PMAQX (8 years). CMCIX (1.02) is less costly to investors than PMAQX (0.60). 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 : 7.10 vs. CMCIX (-6.68). PMAQX return over 5 years is better than : 70.74 vs. CMCIX (23.26).
CMCIXPMAQXCMCIX / PMAQX
Total Expense Ratio0.890.60148%
Annual Report Gross Expense Ratio1.020.60170%
Fund Existence14 years8 years-
Gain YTD-8.820-2.980296%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.8M28.9B0%
Annual Yield % from dividends0.410.20204%
Returns for 1 year-6.687.10-94%
Returns for 3 years-7.5222.87-33%
Returns for 5 years23.2670.7433%
Returns for 10 years2.89N/A-
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