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CMCIX vs PEMGX
CMCIX vs PEMGX Comparison
Open Charts CMCIX vs PEMGX
Calvert Small/Mid-Cap I
Price$25.27
Change-$0.61 (-2.36%)
VolumeN/A
Net Assets210.2M
CMCIX vs PEMGX Comparison Chart in %
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CMCIX vs. PEMGX commentary
Feb 05, 2026
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 CMCIX is a Buy and PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.5B vs. CMCIX (210M). CMCIX pays higher dividends than PEMGX: CMCIX (0.16) vs PEMGX (0.00). CMCIX was incepted earlier than PEMGX: CMCIX (15 years) vs PEMGX (21 years). CMCIX (1.26) is less costly to investors than PEMGX (0.91). CMCIX is a more actively managed with annual turnover of: 42.00 vs. PEMGX (13.70). PEMGX has a lower initial minimum investment than CMCIX: PEMGX (1000) vs CMCIX (1000000). CMCIX annual gain was more profitable for investors over the last year : -7.52 vs. PEMGX (-11.39). PEMGX return over 5 years is better than : 11.73 vs. CMCIX (-11.33).
| CMCIX | PEMGX | CMCIX / PEMGX | |
| Total Expense Ratio | 0.89 | 0.91 | 98% |
| Annual Report Gross Expense Ratio | 1.26 | 0.91 | 138% |
| Fund Existence | 15 years | 21 years | - |
| Gain YTD | 3.438 | -2.946 | -117% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 210M | 29.5B | 1% |
| Annual Yield % from dividends | 0.16 | 0.00 | - |
| Returns for 1 year | -7.52 | -11.39 | 66% |
| Returns for 3 years | -0.10 | 20.37 | -0% |
| Returns for 5 years | -11.33 | 11.73 | -97% |
| Returns for 10 years | 40.98 | 115.63 | 35% |
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| XAI Octagon Floating Rate and Alternative Income Trust | |||