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CMCIX vs PEMGX
CMCIX vs PEMGX Comparison
Open Charts CMCIX vs PEMGX
Calvert Small/Mid-Cap I
Price$27.05
Change+$0.32 (+1.20%)
VolumeN/A
Net Assets29.37M
CMCIX vs PEMGX Comparison Chart in %
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CMCIX vs. PEMGX commentary
Sep 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33B vs. CMCIX (29.4M). 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 : 9.01 vs. CMCIX (-1.59). PEMGX return over 5 years is better than : 46.31 vs. CMCIX (14.55).
| 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 | 0.744 | 6.969 | 11% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.4M | 33B | 0% |
| Annual Yield % from dividends | 0.39 | 0.00 | - |
| Returns for 1 year | -1.59 | 9.01 | -18% |
| Returns for 3 years | 15.57 | 45.42 | 34% |
| Returns for 5 years | 14.55 | 46.31 | 31% |
| Returns for 10 years | 16.16 | 108.18 | 15% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| TSMY | 15.30 | 0.21 | +1.39% |
| YieldMax TSM Option Inc Strat ETF | |||
| MMSC | 22.40 | 0.22 | +0.98% |
| First Trust Multi-Manager Sm Cp Opps ETF | |||
| GDMA | 36.37 | 0.24 | +0.66% |
| Gadsden Dynamic Multi-Asset ETF | |||
| BBIN | 69.38 | 0.42 | +0.61% |
| JPMorgan BetaBuilders Intl Eq ETF | |||
| SKOR | 49.20 | 0.13 | +0.27% |
| FlexShares Credit-Scored US Corp Bd ETF | |||