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CMPCX vs PEMGX
CMPCX vs PEMGX Comparison
Open Charts CMPCX vs PEMGX
Calvert Small/Mid-Cap C
Price$19.24
Change-$0.23 (-1.18%)
VolumeN/A
Net Assets225.87M
CMPCX vs PEMGX Comparison Chart in %
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CMPCX vs. PEMGX commentary
Oct 09, 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 Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.9B vs. CMPCX (226M). 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 : 4.13 vs. CMPCX (-8.07). PEMGX return over 5 years is better than : 39.26 vs. CMPCX (-3.57).
| 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 | -2.990 | 5.373 | -56% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226M | 32.9B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -8.07 | 4.13 | -196% |
| Returns for 3 years | 10.62 | 54.12 | 20% |
| Returns for 5 years | -3.57 | 39.26 | -9% |
| Returns for 10 years | -8.68 | 105.92 | -8% |
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