CMPCX
Price
$20.12
Change
-$0.09 (-0.45%)
Updated
Aug 28 closing price
Net Assets
29.37M
PMAQX
Price
$48.01
Change
+$0.03 (+0.06%)
Updated
Aug 28 closing price
Net Assets
32.88B
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CMPCX vs PMAQX

Header iconCMPCX vs PMAQX Comparison
Open Charts CMPCX vs PMAQXBanner chart's image
Calvert Small/Mid-Cap C
Price$20.12
Change-$0.09 (-0.45%)
VolumeN/A
Net Assets29.37M
Principal MidCap R6
Price$48.01
Change+$0.03 (+0.06%)
VolumeN/A
Net Assets32.88B
CMPCX vs PMAQX Comparison Chart in %
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CMPCX vs. PMAQX commentary
Aug 29, 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 PMAQX is a Buy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 32.9B vs. CMPCX (29.4M). PMAQX pays higher dividends than CMPCX: PMAQX (0.19) vs CMPCX (0.00). CMPCX was incepted earlier than PMAQX: CMPCX (31 years) vs PMAQX (9 years). CMPCX (2.26) is less costly to investors than PMAQX (0.59). CMPCX is a more actively managed with annual turnover of: 42.00 vs. PMAQX (10.50). PMAQX has a lower initial minimum investment than CMPCX: PMAQX (0) vs CMPCX (1000). PMAQX annual gain was more profitable for investors over the last year : 8.60 vs. CMPCX (-5.07). PMAQX return over 5 years is better than : 46.52 vs. CMPCX (0.75).
CMPCXPMAQXCMPCX / PMAQX
Total Expense Ratio1.890.59320%
Annual Report Gross Expense Ratio2.260.59383%
Fund Existence31 years9 years-
Gain YTD0.6987.5069%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets29.4M32.9B0%
Annual Yield % from dividends0.000.19-
Returns for 1 year-5.078.60-59%
Returns for 3 years5.3744.1512%
Returns for 5 years0.7546.522%
Returns for 10 years-5.56N/A-
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