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CMPCX vs PEMGX
CMPCX vs PEMGX Comparison
Open Charts CMPCX vs PEMGX
Calvert Small/Mid-Cap C
Price$18.06
Change+$0.07 (+0.39%)
VolumeN/A
Net Assets30.78M
CMPCX vs PEMGX Comparison Chart
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CMPCX vs. PEMGX commentary
Apr 18, 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 CMPCX is a Buy and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 28.2B vs. CMPCX (30.8M). CMPCX (0.00) and PEMGX (0.00) have matching dividends . CMPCX was incepted earlier than PEMGX: CMPCX (30 years) vs PEMGX (20 years). CMPCX (2.02) is less costly to investors than PEMGX (0.95). CMPCX is a more actively managed with annual turnover of: 42.00 vs. PEMGX (10.50). CMPCX (1000) and PEMGX (1000) have matching initial minimum investment requirements. PEMGX annual gain was more profitable for investors over the last year : 7.70 vs. CMPCX (-8.87). PEMGX return over 5 years is better than : 62.03 vs. CMPCX (6.58).
| CMPCX | PEMGX | CMPCX / PEMGX | |
| Total Expense Ratio | 1.89 | 0.95 | 199% |
| Annual Report Gross Expense Ratio | 2.02 | 0.95 | 213% |
| Fund Existence | 30 years | 20 years | - |
| Gain YTD | -10.364 | -3.473 | 298% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.8M | 28.2B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -8.87 | 7.70 | -115% |
| Returns for 3 years | -14.62 | 18.66 | -78% |
| Returns for 5 years | 6.58 | 62.03 | 11% |
| Returns for 10 years | -19.44 | 79.45 | -24% |
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