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CMPCX vs PMAQX
CMPCX vs PMAQX Comparison
Open Charts CMPCX vs PMAQX
Calvert Small/Mid-Cap C
Price$18.06
Change+$0.07 (+0.39%)
VolumeN/A
Net Assets30.78M
CMPCX vs PMAQX Comparison Chart
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CMPCX vs. PMAQX commentary
Apr 18, 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 PMAQX is a Buy.
FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 28.2B vs. CMPCX (30.8M). PMAQX pays higher dividends than CMPCX: PMAQX (0.20) vs CMPCX (0.00). CMPCX was incepted earlier than PMAQX: CMPCX (30 years) vs PMAQX (8 years). CMPCX (2.02) is less costly to investors than PMAQX (0.60). 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 : 8.21 vs. CMPCX (-8.87). PMAQX return over 5 years is better than : 65.92 vs. CMPCX (6.58).
| CMPCX | PMAQX | CMPCX / PMAQX | |
| Total Expense Ratio | 1.89 | 0.60 | 315% |
| Annual Report Gross Expense Ratio | 2.02 | 0.60 | 337% |
| Fund Existence | 30 years | 8 years | - |
| Gain YTD | -10.364 | -3.383 | 306% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.8M | 28.2B | 0% |
| Annual Yield % from dividends | 0.00 | 0.20 | - |
| Returns for 1 year | -8.87 | 8.21 | -108% |
| Returns for 3 years | -14.62 | 20.32 | -72% |
| Returns for 5 years | 6.58 | 65.92 | 10% |
| Returns for 10 years | -19.44 | N/A | - |
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