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CMPCX vs PEMGX
CMPCX vs PEMGX Comparison
Open Charts CMPCX vs PEMGX
Calvert Small/Mid-Cap C
Price$18.25
Change-$0.07 (-0.38%)
VolumeN/A
Net Assets217.57M
CMPCX vs PEMGX Comparison Chart in %
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CMPCX vs. PEMGX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.8B vs. CMPCX (218M). 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 : -6.45 vs. CMPCX (-17.85). PEMGX return over 5 years is better than : 25.57 vs. CMPCX (-14.79).
| CMPCX | PEMGX | CMPCX / PEMGX | |
| Total Expense Ratio | 1.89 | 0.91 | 208% |
| Annual Report Gross Expense Ratio | 2.26 | 0.91 | 248% |
| Fund Existence | 31 years | 20 years | - |
| Gain YTD | -8.719 | -0.680 | 1,281% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218M | 30.8B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -17.85 | -6.45 | 277% |
| Returns for 3 years | -4.03 | 32.28 | -12% |
| Returns for 5 years | -14.79 | 25.57 | -58% |
| Returns for 10 years | -12.76 | 89.67 | -14% |
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