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CMCIX vs PEMGX
CMCIX vs PEMGX Comparison
Open Charts CMCIX vs PEMGX
Calvert Small/Mid-Cap I
Price$25.54
Change+$0.16 (+0.63%)
VolumeN/A
Net Assets206.6M
CMCIX vs PEMGX Comparison Chart in %
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CMCIX vs. PEMGX commentary
Jan 16, 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 Hold and PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.3B vs. CMCIX (207M). CMCIX pays higher dividends than PEMGX: CMCIX (0.17) vs PEMGX (0.00). CMCIX was incepted earlier than PEMGX: CMCIX (14 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 (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 : -1.39 vs. CMCIX (-5.08). PEMGX return over 5 years is better than : 20.43 vs. CMCIX (-9.27).
| 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 | 21 years | - |
| Gain YTD | 4.544 | 2.455 | 185% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207M | 31.3B | 1% |
| Annual Yield % from dividends | 0.17 | 0.00 | - |
| Returns for 1 year | -5.08 | -1.39 | 364% |
| Returns for 3 years | 5.71 | 30.86 | 18% |
| Returns for 5 years | -9.27 | 20.43 | -45% |
| Returns for 10 years | 42.41 | 126.64 | 33% |
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