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CMPAX vs PEMGX
CMPAX vs PEMGX Comparison
Open Charts CMPAX vs PEMGX
Calvert Small/Mid-Cap A
Price$24.93
Change+$0.22 (+0.89%)
VolumeN/A
Net Assets225.87M
CMPAX vs PEMGX Comparison Chart in %
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CMPAX vs. PEMGX commentary
Oct 09, 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 Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.9B vs. CMPAX (226M). CMPAX pays higher dividends than PEMGX: CMPAX (0.16) vs PEMGX (0.00). CMPAX was incepted earlier than PEMGX: CMPAX (58 years) vs PEMGX (20 years). CMPAX (1.51) 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 : 2.44 vs. CMPAX (-7.14). PEMGX return over 5 years is better than : 37.88 vs. CMPAX (4.38).
| CMPAX | PEMGX | CMPAX / PEMGX | |
| Total Expense Ratio | 1.14 | 0.91 | 125% |
| Annual Report Gross Expense Ratio | 1.51 | 0.91 | 166% |
| Fund Existence | 58 years | 20 years | - |
| Gain YTD | -3.590 | 4.622 | -78% |
| Front Load | 5% | 6% | 95% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226M | 32.9B | 1% |
| Annual Yield % from dividends | 0.16 | 0.00 | - |
| Returns for 1 year | -7.14 | 2.44 | -293% |
| Returns for 3 years | 15.21 | 53.02 | 29% |
| Returns for 5 years | 4.38 | 37.88 | 12% |
| Returns for 10 years | 7.74 | 104.45 | 7% |
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