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CMCIX vs PMAQX
CMCIX vs PMAQX Comparison
Open Charts CMCIX vs PMAQX
Calvert Small/Mid-Cap I
Price$24.80
Change-$1.25 (-4.80%)
VolumeN/A
Net Assets32.08M
CMCIX vs PMAQX Comparison Chart
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CMCIX vs. PMAQX commentary
Apr 04, 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 StrongBuy and PMAQX is a Buy.
FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 29.8B vs. CMCIX (32.1M). 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 : 7.85 vs. CMCIX (-3.77). PMAQX return over 5 years is better than : 106.58 vs. CMCIX (47.72).
| CMCIX | PMAQX | CMCIX / PMAQX | |
| Total Expense Ratio | 0.89 | 0.60 | 148% |
| Annual Report Gross Expense Ratio | 1.02 | 0.60 | 170% |
| Fund Existence | 14 years | 8 years | - |
| Gain YTD | -3.052 | 1.098 | -278% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.1M | 29.8B | 0% |
| Annual Yield % from dividends | 0.41 | 0.20 | 204% |
| Returns for 1 year | -3.77 | 7.85 | -48% |
| Returns for 3 years | -4.89 | 20.76 | -24% |
| Returns for 5 years | 47.72 | 106.58 | 45% |
| Returns for 10 years | 8.18 | N/A | - |
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