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CMCIX vs PEMGX
CMCIX vs PEMGX Comparison
Open Charts CMCIX vs PEMGX
Calvert Small/Mid-Cap I
Price$26.21
Change+$0.31 (+1.20%)
VolumeN/A
Net Assets30.23M
CMCIX vs PEMGX Comparison Chart in %
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CMCIX vs. PEMGX commentary
Sep 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 CMCIX is a Hold and PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33B vs. CMCIX (30.2M). CMCIX pays higher dividends than PEMGX: CMCIX (0.39) 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 : 2.42 vs. CMCIX (-7.60). PEMGX return over 5 years is better than : 47.58 vs. CMCIX (16.30).
| 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 | -2.456 | 5.373 | -46% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.2M | 33B | 0% |
| Annual Yield % from dividends | 0.39 | 0.00 | - |
| Returns for 1 year | -7.60 | 2.42 | -314% |
| Returns for 3 years | 19.20 | 55.61 | 35% |
| Returns for 5 years | 16.30 | 47.58 | 34% |
| Returns for 10 years | 20.23 | 119.45 | 17% |
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