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CMPAX vs PEMGX
CMPAX vs PEMGX Comparison
Open Charts CMPAX vs PEMGX
Calvert Small/Mid-Cap A
Price$26.39
Change-$0.05 (-0.19%)
VolumeN/A
Net Assets32.68M
CMPAX vs PEMGX Comparison Chart
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CMPAX vs. PEMGX commentary
Jan 24, 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 Hold and PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.8B vs. CMPAX (32.7M). CMPAX (0.00) and PEMGX (0.00) have matching dividends . CMPAX was incepted earlier than PEMGX: CMPAX (57 years) vs PEMGX (20 years). CMPAX is a more actively managed with annual turnover of: 43.00 vs. PEMGX (10.10). CMPAX (1000) and PEMGX (1000) have matching initial minimum investment requirements. PEMGX annual gain was more profitable for investors over the last year : 19.98 vs. CMPAX (7.26). PEMGX return over 5 years is better than : 40.97 vs. CMPAX (7.61).
| CMPAX | PEMGX | CMPAX / PEMGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 57 years | 20 years | - |
| Gain YTD | 2.965 | 3.989 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.7M | 29.8B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 7.26 | 19.98 | 36% |
| Returns for 3 years | 1.89 | 23.70 | 8% |
| Returns for 5 years | 7.61 | 40.97 | 19% |
| Returns for 10 years | 17.68 | 105.37 | 17% |