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CMCIX vs PEMGX
CMCIX vs PEMGX Comparison
Open Charts CMCIX vs PEMGX
Calvert Small/Mid-Cap I
Price$24.98
Change-$0.11 (-0.44%)
VolumeN/A
Net Assets215.36M
CMCIX vs PEMGX Comparison Chart in %
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CMCIX vs. PEMGX commentary
Dec 13, 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: 29.8B vs. CMCIX (215M). 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 (-11.11) and CMCIX (-11.65) have marching annual gain over last year. PEMGX return over 5 years is better than : 20.99 vs. CMCIX (-4.83).
| 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 | -6.624 | -3.168 | 209% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 215M | 29.8B | 1% |
| Annual Yield % from dividends | 0.41 | 0.00 | - |
| Returns for 1 year | -11.65 | -11.11 | 105% |
| Returns for 3 years | 2.70 | 28.61 | 9% |
| Returns for 5 years | -4.83 | 20.99 | -23% |
| Returns for 10 years | 14.89 | 92.84 | 16% |
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