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CMPCX vs PEMGX
CMPCX vs PEMGX Comparison
Open Charts CMPCX vs PEMGX
Calvert Small/Mid-Cap C
Price$20.80
Change-$0.23 (-1.09%)
VolumeN/A
CapitalizationN/A
CMPCX vs PEMGX Comparison Chart
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CMPCX vs. PEMGX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.7B vs. CMPCX (35.9M). CMPCX (0.00) and PEMGX (0.00) have matching dividends . CMPCX was incepted earlier than PEMGX: CMPCX (30 years) vs PEMGX (19 years). CMPCX is a more actively managed with annual turnover of: 43.00 vs. PEMGX (10.10). CMPCX (1000) and PEMGX (1000) have matching initial minimum investment requirements. PEMGX annual gain was more profitable for investors over the last year : 21.23 vs. CMPCX (6.18). PEMGX return over 5 years is better than : 47.22 vs. CMPCX (-0.24).
| CMPCX | PEMGX | CMPCX / PEMGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 19 years | - |
| Gain YTD | 4.470 | 20.071 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.9M | 29.7B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.18 | 21.23 | 29% |
| Returns for 3 years | -5.71 | 13.84 | -41% |
| Returns for 5 years | -0.24 | 47.22 | -1% |
| Returns for 10 years | -0.48 | 104.40 | -0% |
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