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CMPCX vs PEMGX
CMPCX vs PEMGX Comparison
Open Charts CMPCX vs PEMGX
Calvert Small/Mid-Cap C
Price$19.40
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets29.82M
CMPCX vs PEMGX Comparison Chart
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CMPCX vs. PEMGX commentary
Jun 07, 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: 30.9B vs. CMPCX (29.8M). CMPCX (0.00) and PEMGX (0.00) have matching dividends . CMPCX was incepted earlier than PEMGX: CMPCX (31 years) vs PEMGX (20 years). CMPCX (1.96) is less costly to investors than PEMGX (0.91). 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 : 10.34 vs. CMPCX (-3.95). PEMGX return over 5 years is better than : 44.97 vs. CMPCX (-0.61).
| CMPCX | PEMGX | CMPCX / PEMGX | |
| Total Expense Ratio | 1.90 | 0.91 | 209% |
| Annual Report Gross Expense Ratio | 1.96 | 0.91 | 215% |
| Fund Existence | 31 years | 20 years | - |
| Gain YTD | -3.189 | 2.863 | -111% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8M | 30.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -3.95 | 10.34 | -38% |
| Returns for 3 years | -2.02 | 34.73 | -6% |
| Returns for 5 years | -0.61 | 44.97 | -1% |
| Returns for 10 years | -13.68 | 92.31 | -15% |
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