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CMCIX vs PMAQX
CMCIX vs PMAQX Comparison
Open Charts CMCIX vs PMAQX
Calvert Small/Mid-Cap I
Price$25.83
Change+$0.13 (+0.51%)
VolumeN/A
Net Assets225.87M
CMCIX vs PMAQX Comparison Chart in %
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CMCIX vs. PMAQX commentary
Oct 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 Buy.
FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 31.9B vs. CMCIX (226M). CMCIX pays higher dividends than PMAQX: CMCIX (0.40) vs PMAQX (0.19). 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 : -2.59 vs. CMCIX (-9.98). PMAQX return over 5 years is better than : 38.23 vs. CMCIX (5.82).
| 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 | -3.870 | 2.442 | -158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226M | 31.9B | 1% |
| Annual Yield % from dividends | 0.40 | 0.19 | 214% |
| Returns for 1 year | -9.98 | -2.59 | 385% |
| Returns for 3 years | 11.75 | 50.62 | 23% |
| Returns for 5 years | 5.82 | 38.23 | 15% |
| Returns for 10 years | 13.02 | N/A | - |
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