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CMPCX vs PEMGX
CMPCX vs PEMGX Comparison
Open Charts CMPCX vs PEMGX
Calvert Small/Mid-Cap C
Price$20.54
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets32.68M
CMPCX vs PEMGX Comparison Chart
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CMPCX vs. PEMGX commentary
Jan 19, 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: 29.3B vs. CMPCX (32.7M). CMPCX (0.00) and PEMGX (0.00) have matching dividends . CMPCX was incepted earlier than PEMGX: CMPCX (30 years) vs PEMGX (20 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 : 19.41 vs. CMPCX (4.58). PEMGX return over 5 years is better than : 38.39 vs. CMPCX (-3.93).
| CMPCX | PEMGX | CMPCX / PEMGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 20 years | - |
| Gain YTD | 2.342 | 2.182 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.7M | 29.3B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 4.58 | 19.41 | 24% |
| Returns for 3 years | -5.74 | 18.89 | -30% |
| Returns for 5 years | -3.93 | 38.39 | -10% |
| Returns for 10 years | 0.79 | 106.57 | 1% |
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