CMPAX
Price
$23.47
Change
-$0.08 (-0.34%)
Updated
Nov 19 closing price
Net Assets
217.57M
PMAQX
Price
$44.43
Change
-$0.01 (-0.02%)
Updated
Nov 19 closing price
Net Assets
30.83B
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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$23.47
Change-$0.08 (-0.34%)
VolumeN/A
Net Assets217.57M
Principal MidCap R6
Price$44.43
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets30.83B
CMPAX vs PMAQX Comparison Chart in %
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CMPAX vs. PMAQX 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 PMAQX is a Hold.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 30.8B vs. CMPAX (218M). PMAQX pays higher dividends than CMPAX: PMAQX (0.20) vs CMPAX (0.17). 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 : -6.04 vs. CMPAX (-15.83). PMAQX return over 5 years is better than : 28.54 vs. CMPAX (-6.22).
CMPAXPMAQXCMPAX / PMAQX
Total Expense Ratio1.140.59193%
Annual Report Gross Expense Ratio1.510.59256%
Fund Existence58 years9 years-
Gain YTD-8.115-0.4261,906%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets218M30.8B1%
Annual Yield % from dividends0.170.2086%
Returns for 1 year-15.83-6.04262%
Returns for 3 years1.1034.073%
Returns for 5 years-6.2228.54-22%
Returns for 10 years4.13N/A-
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