Interact to see
Advertisement
Advertisement
CMCIX vs PMAQX
CMCIX vs PMAQX Comparison
Open Charts CMCIX vs PMAQX
Calvert Small/Mid-Cap I
Price$24.66
Change-$0.09 (-0.36%)
VolumeN/A
Net Assets217.57M
CMCIX vs PMAQX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CMCIX vs. PMAQX commentary
Nov 20, 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: 30.8B vs. CMCIX (218M). CMCIX pays higher dividends than PMAQX: CMCIX (0.41) vs PMAQX (0.20). 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 : -6.04 vs. CMCIX (-15.36). PMAQX return over 5 years is better than : 28.54 vs. CMCIX (-4.27).
| CMCIX | PMAQX | CMCIX / PMAQX | |
| Total Expense Ratio | 0.89 | 0.59 | 151% |
| Annual Report Gross Expense Ratio | 1.26 | 0.59 | 214% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | -7.890 | -0.426 | 1,853% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218M | 30.8B | 1% |
| Annual Yield % from dividends | 0.41 | 0.20 | 209% |
| Returns for 1 year | -15.36 | -6.04 | 254% |
| Returns for 3 years | 2.36 | 34.07 | 7% |
| Returns for 5 years | -4.27 | 28.54 | -15% |
| Returns for 10 years | 8.38 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| NWHYX | 13.55 | 0.06 | +0.44% |
| Nationwide Geneva Mid Cap Gr Instl Svc | |||
| PLFPX | 32.75 | N/A | N/A |
| Principal Large Cap S&P 500 Index R5 | |||
| RDWBX | 13.47 | -0.02 | -0.15% |
| American Funds Dvlpg Wld Gr&Inc R2 | |||
| IOVVX | 34.01 | -0.14 | -0.41% |
| Invesco Comstock Select R5 | |||
| KNGYX | 11.30 | -0.06 | -0.53% |
| Vest S&P500 Div Aristocrats Trgt IncY | |||