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CMCIX vs PEMGX
CMCIX vs PEMGX Comparison
Open Charts CMCIX vs PEMGX
Calvert Small/Mid-Cap I
Price$26.92
Change+$0.17 (+0.64%)
VolumeN/A
Net Assets29.8M
CMCIX vs PEMGX Comparison Chart in %
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CMCIX vs. PEMGX commentary
Jul 07, 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 StrongBuy and PEMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.3B vs. CMCIX (29.8M). 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 : 15.24 vs. CMCIX (2.58). PEMGX return over 5 years is better than : 58.39 vs. CMCIX (21.22).
| 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 | 0.186 | 6.992 | 3% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8M | 32.3B | 0% |
| Annual Yield % from dividends | 0.40 | 0.00 | - |
| Returns for 1 year | 2.58 | 15.24 | 17% |
| Returns for 3 years | 14.88 | 51.70 | 29% |
| Returns for 5 years | 21.22 | 58.39 | 36% |
| Returns for 10 years | 10.92 | 101.09 | 11% |
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