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CMCIX vs PEMGX
CMCIX vs PEMGX Comparison
Open Charts CMCIX vs PEMGX
Calvert Small/Mid-Cap I
Price$25.35
Change-$0.30 (-1.17%)
VolumeN/A
Net Assets217.57M
CMCIX vs PEMGX Comparison Chart in %
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CMCIX vs. PEMGX commentary
Nov 14, 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 CMCIX is a StrongBuy and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32B vs. CMCIX (218M). CMCIX pays higher dividends than PEMGX: CMCIX (0.41) vs PEMGX (0.00). CMCIX was incepted earlier than PEMGX: CMCIX (14 years) vs PEMGX (20 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 (10.50). PEMGX has a lower initial minimum investment than CMCIX: PEMGX (1000) vs CMCIX (1000000). PEMGX annual gain was more profitable for investors over the last year : -5.01 vs. CMCIX (-13.69). PEMGX return over 5 years is better than : 30.49 vs. CMCIX (-0.37).
| CMCIX | PEMGX | CMCIX / PEMGX | |
| Total Expense Ratio | 0.89 | 0.91 | 98% |
| Annual Report Gross Expense Ratio | 1.26 | 0.91 | 138% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | -4.540 | 2.816 | -161% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218M | 32B | 1% |
| Annual Yield % from dividends | 0.41 | 0.00 | - |
| Returns for 1 year | -13.69 | -5.01 | 273% |
| Returns for 3 years | 5.43 | 34.17 | 16% |
| Returns for 5 years | -0.37 | 30.49 | -1% |
| Returns for 10 years | 13.82 | 103.52 | 13% |
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