CMPAX
Price
$23.35
Change
+$0.26 (+1.13%)
Updated
Apr 23 closing price
Net Assets
30.78M
PMAQX
Price
$43.30
Change
+$0.57 (+1.33%)
Updated
Apr 23 closing price
Net Assets
28.46B
Ad is loading...

CMPAX vs PMAQX

Header iconCMPAX vs PMAQX Comparison
Open Charts CMPAX vs PMAQXBanner chart's image
Calvert Small/Mid-Cap A
Price$23.35
Change+$0.26 (+1.13%)
VolumeN/A
Net Assets30.78M
Principal MidCap R6
Price$43.30
Change+$0.57 (+1.33%)
VolumeN/A
Net Assets28.46B
CMPAX vs PMAQX Comparison Chart
Loading...
View a ticker or compare two or three
VS
CMPAX vs. PMAQX commentary
Apr 25, 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 Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 28.5B vs. CMPAX (30.8M). PMAQX pays higher dividends than CMPAX: PMAQX (0.20) vs CMPAX (0.17). CMPAX was incepted earlier than PMAQX: CMPAX (57 years) vs PMAQX (8 years). CMPAX (1.27) is less costly to investors than PMAQX (0.60). 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 : 6.11 vs. CMPAX (-8.20). PMAQX return over 5 years is better than : 68.49 vs. CMPAX (19.45).
CMPAXPMAQXCMPAX / PMAQX
Total Expense Ratio1.140.60190%
Annual Report Gross Expense Ratio1.270.60212%
Fund Existence57 years8 years-
Gain YTD-9.910-4.257233%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.8M28.5B0%
Annual Yield % from dividends0.170.2084%
Returns for 1 year-8.206.11-134%
Returns for 3 years-8.9922.50-40%
Returns for 5 years19.4568.4928%
Returns for 10 years-3.40N/A-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
HQH15.780.40
+2.60%
abrdn Healthcare Investors
MTUM200.334.56
+2.33%
iShares MSCI USA Momentum Factor ETF
NUEM29.070.27
+0.94%
Nuveen ESG Emerging Markets Equity ETF
EDOG21.04-0.01
-0.04%
ALPS Emerging Sector Dividend Dogs ETF
PHDG34.02-0.10
-0.28%
Invesco S&P 500® Downside Hedged ETF