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CMPAX vs PEMGX
CMPAX vs PEMGX Comparison
Open Charts CMPAX vs PEMGX
Calvert Small/Mid-Cap A
Price$25.83
Change+$0.19 (+0.74%)
VolumeN/A
CapitalizationN/A
CMPAX vs PEMGX Comparison Chart
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CMPAX vs. PEMGX commentary
Dec 24, 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 Hold and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 28.8B vs. CMPAX (35.9M). 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 : 18.15 vs. CMPAX (5.03). PEMGX return over 5 years is better than : 43.12 vs. CMPAX (6.55).
| 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 | 4.143 | 17.157 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.9M | 28.8B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 5.03 | 18.15 | 28% |
| Returns for 3 years | -3.58 | 9.89 | -36% |
| Returns for 5 years | 6.55 | 43.12 | 15% |
| Returns for 10 years | 14.31 | 98.07 | 15% |
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