Ad is loading...
CMPCX vs PEMGX
CMPCX vs PEMGX Comparison
Open Charts CMPCX vs PEMGX
Calvert Small/Mid-Cap C
Price$19.93
Change-$0.33 (-1.63%)
VolumeN/A
Net Assets33.33M
CMPCX vs PEMGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CMPCX vs. PEMGX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.6B vs. CMPCX (33.3M). 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 : 12.29 vs. CMPCX (-2.26). PEMGX return over 5 years is better than : 34.02 vs. CMPCX (-6.83).
| 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 | -0.698 | 1.854 | -38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.3M | 29.6B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -2.26 | 12.29 | -18% |
| Returns for 3 years | -6.21 | 27.30 | -23% |
| Returns for 5 years | -6.83 | 34.02 | -20% |
| Returns for 10 years | -8.07 | 89.11 | -9% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PIEQX | 16.90 | -0.13 | -0.76% |
| T. Rowe Price International Eq Index | |||
| FREEX | 16.95 | -0.16 | -0.94% |
| Franklin Real Estate Securities A | |||
| ERSMX | 31.54 | -0.45 | -1.41% |
| Eaton Vance Atlanta Capital SMID-Cap R | |||
| WGGNX | 10.88 | -0.23 | -2.07% |
| William Blair Global Leaders N | |||
| CSCRX | 28.48 | -1.34 | -4.49% |
| Columbia Small Cap Growth Inst2 | |||