CMPAX
Price
$24.93
Change
+$0.22 (+0.89%)
Updated
Oct 8 closing price
Net Assets
225.87M
PMAQX
Price
$46.83
Change
+$0.02 (+0.04%)
Updated
Oct 8 closing price
Net Assets
32.87B
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CMPAX vs PMAQX

Header iconCMPAX vs PMAQX Comparison
Open Charts CMPAX vs PMAQXBanner chart's image
Calvert Small/Mid-Cap A
Price$24.93
Change+$0.22 (+0.89%)
VolumeN/A
Net Assets225.87M
Principal MidCap R6
Price$46.83
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets32.87B
CMPAX vs PMAQX Comparison Chart in %
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CMPAX vs. PMAQX 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 PMAQX is a Hold.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 32.9B vs. CMPAX (226M). PMAQX pays higher dividends than CMPAX: PMAQX (0.19) vs CMPAX (0.16). CMPAX was incepted earlier than PMAQX: CMPAX (58 years) vs PMAQX (9 years). CMPAX (1.51) is less costly to investors than PMAQX (0.59). CMPAX is a more actively managed with annual turnover of: 42.00 vs. PMAQX (10.50). PMAQX has a lower initial minimum investment than CMPAX: PMAQX (0) vs CMPAX (1000). PMAQX annual gain was more profitable for investors over the last year : 2.93 vs. CMPAX (-7.14). PMAQX return over 5 years is better than : 41.18 vs. CMPAX (4.38).
CMPAXPMAQXCMPAX / PMAQX
Total Expense Ratio1.140.59193%
Annual Report Gross Expense Ratio1.510.59256%
Fund Existence58 years9 years-
Gain YTD-3.5904.885-73%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets226M32.9B1%
Annual Yield % from dividends0.160.1988%
Returns for 1 year-7.142.93-244%
Returns for 3 years15.2155.1328%
Returns for 5 years4.3841.1811%
Returns for 10 years7.74N/A-
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