Ad is loading...
CMPAX vs PEMGX
CMPAX vs PEMGX Comparison
Open Charts CMPAX vs PEMGX
Calvert Small/Mid-Cap A
Price$28.19
Change-$0.23 (-0.81%)
VolumeN/A
CapitalizationN/A
CMPAX vs PEMGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CMPAX vs. PEMGX commentary
Nov 15, 2024
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.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30B vs. CMPAX (64M). CMPAX (0.00) and PEMGX (0.00) have matching dividends . CMPAX was incepted earlier than PEMGX: CMPAX (57 years) vs PEMGX (19 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 : 31.55 vs. CMPAX (23.66). PEMGX return over 5 years is better than : 51.45 vs. CMPAX (16.86).
| CMPAX | PEMGX | CMPAX / PEMGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 57 years | 19 years | - |
| Gain YTD | 14.654 | 26.035 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64M | 30B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 23.66 | 31.55 | 75% |
| Returns for 3 years | -10.78 | 5.28 | -204% |
| Returns for 5 years | 16.86 | 51.45 | 33% |
| Returns for 10 years | 26.75 | 109.24 | 24% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PIUCX | 23.54 | N/A | N/A |
| Federated Hermes International Equity C | |||
| RKCAX | 10.62 | N/A | N/A |
| Rockefeller Climate Solutions A | |||
| FMMMX | 46.25 | -0.06 | -0.13% |
| American Funds AMCAP 529-F-2 | |||
| FZACX | 42.94 | -0.06 | -0.14% |
| Fidelity Advisor Diversified Stock Z | |||
| VLLIX | 38.79 | -0.29 | -0.74% |
| Value Line Larger Companies Focus Instl | |||