CMPAX
Price
$24.74
Change
+$0.07 (+0.28%)
Updated
Aug 5 closing price
Net Assets
29.37M
PEMGX
Price
$45.10
Change
-$0.70 (-1.53%)
Updated
Aug 5 closing price
Net Assets
32.88B
Interact to see
Advertisement

CMPAX vs PEMGX

Header iconCMPAX vs PEMGX Comparison
Open Charts CMPAX vs PEMGXBanner chart's image
Calvert Small/Mid-Cap A
Price$24.74
Change+$0.07 (+0.28%)
VolumeN/A
Net Assets29.37M
Principal MidCap A
Price$45.10
Change-$0.70 (-1.53%)
VolumeN/A
Net Assets32.88B
CMPAX vs PEMGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
CMPAX vs. PEMGX commentary
Aug 06, 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 Buy and PEMGX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.9B vs. CMPAX (29.4M). CMPAX pays higher dividends than PEMGX: CMPAX (0.16) vs PEMGX (0.00). CMPAX was incepted earlier than PEMGX: CMPAX (57 years) vs PEMGX (20 years). CMPAX (1.21) is less costly to investors than PEMGX (0.91). 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 : 15.69 vs. CMPAX (-2.76). PEMGX return over 5 years is better than : 47.69 vs. CMPAX (6.22).
CMPAXPEMGXCMPAX / PEMGX
Total Expense Ratio1.150.91126%
Annual Report Gross Expense Ratio1.210.91133%
Fund Existence57 years20 years-
Gain YTD-3.7467.461-50%
Front Load5%6%95%
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets29.4M32.9B0%
Annual Yield % from dividends0.160.00-
Returns for 1 year-2.7615.69-18%
Returns for 3 years1.6838.034%
Returns for 5 years6.2247.6913%
Returns for 10 years3.7399.604%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
MODVF10.350.01
+0.10%
Melcor Development Ltd.
RENI0.11N/A
N/A
Resilient Energy Inc.
ACEJF23.30N/A
N/A
Acea Spar
WPPGF5.55-0.02
-0.45%
WPP PLC
MXROF0.03N/A
-2.58%
MAX Resource Corp.