Interact to see
Advertisement
Advertisement
CMPAX vs PEMGX
CMPAX vs PEMGX Comparison
Open Charts CMPAX vs PEMGX
Calvert Small/Mid-Cap A
Price$23.47
Change-$0.08 (-0.34%)
VolumeN/A
Net Assets217.57M
CMPAX vs PEMGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CMPAX vs. PEMGX commentary
Nov 20, 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: 30.8B vs. CMPAX (218M). CMPAX pays higher dividends than PEMGX: CMPAX (0.17) 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 : -6.45 vs. CMPAX (-15.83). PEMGX return over 5 years is better than : 25.57 vs. CMPAX (-6.22).
| 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 | -8.115 | -0.680 | 1,193% |
| Front Load | 5% | 6% | 95% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218M | 30.8B | 1% |
| Annual Yield % from dividends | 0.17 | 0.00 | - |
| Returns for 1 year | -15.83 | -6.45 | 245% |
| Returns for 3 years | 1.10 | 32.28 | 3% |
| Returns for 5 years | -6.22 | 25.57 | -24% |
| Returns for 10 years | 4.13 | 89.67 | 5% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| NWKAX | 14.23 | 0.06 | +0.42% |
| Nationwide Geneva Mid Cap Gr R6 | |||
| PSPJX | 31.65 | N/A | N/A |
| Principal Large Cap S&P 500 Index J | |||
| RDWCX | 13.63 | -0.03 | -0.22% |
| American Funds Dvlpg Wld Gr&Inc R3 | |||
| OGRIX | 35.48 | -0.14 | -0.39% |
| Invesco Comstock Select R6 | |||
| KNGAX | 11.23 | -0.06 | -0.53% |
| Vest S&P500 Div Aristocrats Trgt Inc A | |||