CMPCX
Price
$20.12
Change
-$0.09 (-0.45%)
Updated
Aug 28 closing price
Net Assets
29.37M
PEMGX
Price
$45.76
Change
+$0.03 (+0.07%)
Updated
Aug 28 closing price
Net Assets
32.88B
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CMPCX vs PEMGX

Header iconCMPCX vs PEMGX Comparison
Open Charts CMPCX vs PEMGXBanner chart's image
Calvert Small/Mid-Cap C
Price$20.12
Change-$0.09 (-0.45%)
VolumeN/A
Net Assets29.37M
Principal MidCap A
Price$45.76
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets32.88B
CMPCX vs PEMGX Comparison Chart in %
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CMPCX vs. PEMGX commentary
Aug 29, 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 Hold and PEMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.9B vs. CMPCX (29.4M). CMPCX (0.00) and PEMGX (0.00) have matching dividends . CMPCX was incepted earlier than PEMGX: CMPCX (31 years) vs PEMGX (20 years). CMPCX (2.26) 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 : 8.08 vs. CMPCX (-5.07). PEMGX return over 5 years is better than : 43.09 vs. CMPCX (0.75).
CMPCXPEMGXCMPCX / PEMGX
Total Expense Ratio1.890.91208%
Annual Report Gross Expense Ratio2.260.91248%
Fund Existence31 years20 years-
Gain YTD0.6987.29710%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets29.4M32.9B0%
Annual Yield % from dividends0.000.00-
Returns for 1 year-5.078.08-63%
Returns for 3 years5.3742.2013%
Returns for 5 years0.7543.092%
Returns for 10 years-5.56109.20-5%
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