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CMCIX vs PEMGX
CMCIX vs PEMGX Comparison
Open Charts CMCIX vs PEMGX
Calvert Small/Mid-Cap I
Price$26.42
Change-$0.29 (-1.09%)
VolumeN/A
Net Assets29.37M
CMCIX vs PEMGX Comparison Chart in %
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CMCIX vs. PEMGX commentary
Aug 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 CMCIX is a Buy and PEMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.5B vs. CMCIX (29.4M). CMCIX pays higher dividends than PEMGX: CMCIX (0.40) vs PEMGX (0.00). CMCIX was incepted earlier than PEMGX: CMCIX (14 years) vs PEMGX (20 years). CMCIX (0.96) 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 : 8.97 vs. CMCIX (-3.99). PEMGX return over 5 years is better than : 44.09 vs. CMCIX (9.26).
| CMCIX | PEMGX | CMCIX / PEMGX | |
| Total Expense Ratio | 0.90 | 0.91 | 99% |
| Annual Report Gross Expense Ratio | 0.96 | 0.91 | 105% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | -1.675 | 5.748 | -29% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.4M | 32.5B | 0% |
| Annual Yield % from dividends | 0.40 | 0.00 | - |
| Returns for 1 year | -3.99 | 8.97 | -44% |
| Returns for 3 years | 0.94 | 30.18 | 3% |
| Returns for 5 years | 9.26 | 44.09 | 21% |
| Returns for 10 years | 8.24 | 93.40 | 9% |
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