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CMCIX vs PMAQX
CMCIX vs PMAQX Comparison
Open Charts CMCIX vs PMAQX
Calvert Small/Mid-Cap I
Price$25.27
Change-$0.61 (-2.36%)
VolumeN/A
Net Assets210.2M
CMCIX vs PMAQX Comparison Chart in %
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CMCIX vs. PMAQX commentary
Feb 05, 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 Buy and PMAQX is a Hold.
FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 29.5B vs. CMCIX (210M). CMCIX pays higher dividends than PMAQX: CMCIX (0.16) vs PMAQX (0.00). CMCIX was incepted earlier than PMAQX: CMCIX (15 years) vs PMAQX (9 years). CMCIX (1.26) is less costly to investors than PMAQX (0.59). CMCIX is a more actively managed with annual turnover of: 42.00 vs. PMAQX (13.70). PMAQX has a lower initial minimum investment than CMCIX: PMAQX (0) vs CMCIX (1000000). CMCIX annual gain was more profitable for investors over the last year : -7.52 vs. PMAQX (-10.85). PMAQX return over 5 years is better than : 14.69 vs. CMCIX (-11.33).
| CMCIX | PMAQX | CMCIX / PMAQX | |
| Total Expense Ratio | 0.89 | 0.59 | 151% |
| Annual Report Gross Expense Ratio | 1.26 | 0.59 | 214% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | 3.438 | -2.936 | -117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 210M | 29.5B | 1% |
| Annual Yield % from dividends | 0.16 | 0.00 | - |
| Returns for 1 year | -7.52 | -10.85 | 69% |
| Returns for 3 years | -0.10 | 22.20 | -0% |
| Returns for 5 years | -11.33 | 14.69 | -77% |
| Returns for 10 years | 40.98 | N/A | - |
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