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CMPAX vs PEMGX
CMPAX vs PEMGX Comparison
Open Charts CMPAX vs PEMGX
Calvert Small/Mid-Cap A
Price$24.83
Change+$0.18 (+0.73%)
VolumeN/A
Net Assets32.08M
CMPAX vs PEMGX Comparison Chart
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CMPAX vs. PEMGX 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 CMPAX is a StrongBuy and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.5B vs. CMPAX (32.1M). CMPAX pays higher dividends than PEMGX: CMPAX (0.17) vs PEMGX (0.00). CMPAX was incepted earlier than PEMGX: CMPAX (57 years) vs PEMGX (20 years). CMPAX (1.27) is less costly to investors than PEMGX (0.95). CMPAX is a more actively managed with annual turnover of: 42.00 vs. PEMGX (10.50). PEMGX (6%) and CMPAX (5%) have equivalent initial investment costs. CMPAX (1000) and PEMGX (1000) have matching initial minimum investment requirements. PEMGX annual gain was more profitable for investors over the last year : 6.81 vs. CMPAX (-4.87). PEMGX return over 5 years is better than : 99.81 vs. CMPAX (43.62).
| CMPAX | PEMGX | CMPAX / PEMGX | |
| Total Expense Ratio | 1.14 | 0.95 | 120% |
| Annual Report Gross Expense Ratio | 1.27 | 0.95 | 134% |
| Fund Existence | 57 years | 20 years | - |
| Gain YTD | -3.824 | 0.094 | -4,074% |
| Front Load | 5% | 6% | 95% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.1M | 29.5B | 0% |
| Annual Yield % from dividends | 0.17 | 0.00 | - |
| Returns for 1 year | -4.87 | 6.81 | -71% |
| Returns for 3 years | -6.98 | 19.03 | -37% |
| Returns for 5 years | 43.62 | 99.81 | 44% |
| Returns for 10 years | 3.42 | 85.20 | 4% |
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