CMCIX
Price
$25.68
Change
-$0.45 (-1.72%)
Updated
Jun 13 closing price
Net Assets
29.82M
PMAQX
Price
$45.54
Change
-$0.70 (-1.51%)
Updated
Jun 13 closing price
Net Assets
30.56B
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CMCIX vs PMAQX

Header iconCMCIX vs PMAQX Comparison
Open Charts CMCIX vs PMAQXBanner chart's image
Calvert Small/Mid-Cap I
Price$25.68
Change-$0.45 (-1.72%)
VolumeN/A
Net Assets29.82M
Principal MidCap R6
Price$45.54
Change-$0.70 (-1.51%)
VolumeN/A
Net Assets30.56B
CMCIX vs PMAQX Comparison Chart
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CMCIX vs. PMAQX commentary
Jun 16, 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 PMAQX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 30.6B vs. CMCIX (29.8M). CMCIX pays higher dividends than PMAQX: CMCIX (0.40) vs PMAQX (0.19). CMCIX was incepted earlier than PMAQX: CMCIX (14 years) vs PMAQX (9 years). CMCIX (0.96) is less costly to investors than PMAQX (0.59). CMCIX is a more actively managed with annual turnover of: 42.00 vs. PMAQX (10.50). PMAQX has a lower initial minimum investment than CMCIX: PMAQX (0) vs CMCIX (1000000). PMAQX annual gain was more profitable for investors over the last year : 10.62 vs. CMCIX (-2.48). PMAQX return over 5 years is better than : 56.82 vs. CMCIX (18.89).
CMCIXPMAQXCMCIX / PMAQX
Total Expense Ratio0.900.59153%
Annual Report Gross Expense Ratio0.960.59163%
Fund Existence14 years9 years-
Gain YTD-4.4292.039-217%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets29.8M30.6B0%
Annual Yield % from dividends0.400.19209%
Returns for 1 year-2.4810.62-23%
Returns for 3 years13.4050.9226%
Returns for 5 years18.8956.8233%
Returns for 10 years3.68N/A-
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