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CMCIX vs TRQZX
CMCIX vs TRQZX Comparison
Open Charts CMCIX vs TRQZX
Calvert Small/Mid-Cap I
Price$27.05
Change+$0.32 (+1.20%)
VolumeN/A
Net Assets29.37M
T. Rowe Price Mid-Cap Growth Z
Price$104.78
Change+$0.34 (+0.33%)
VolumeN/A
Net Assets27.36B
CMCIX vs TRQZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
TRQZX has more cash in the bank: 27.4B vs. CMCIX (29.4M). TRQZX pays higher dividends than CMCIX: TRQZX (0.60) vs CMCIX (0.39). CMCIX was incepted earlier than TRQZX: CMCIX (14 years) vs TRQZX (5 years). CMCIX (1.26) is less costly to investors than TRQZX (0.61). CMCIX is a more actively managed with annual turnover of: 42.00 vs. TRQZX (22.60). TRQZX has a lower initial minimum investment than CMCIX: TRQZX (0) vs CMCIX (1000000). CMCIX (-1.59) and TRQZX (-1.65) have marching annual gain over last year. CMCIX return over 5 years is better than : 14.55 vs. TRQZX (5.92).
| CMCIX | TRQZX | CMCIX / TRQZX | |
| Total Expense Ratio | 0.89 | 0.00 | - |
| Annual Report Gross Expense Ratio | 1.26 | 0.61 | 207% |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | 0.744 | 4.031 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.4M | 27.4B | 0% |
| Annual Yield % from dividends | 0.39 | 0.60 | 64% |
| Returns for 1 year | -1.59 | -1.65 | 96% |
| Returns for 3 years | 15.57 | 17.28 | 90% |
| Returns for 5 years | 14.55 | 5.92 | 246% |
| Returns for 10 years | 16.16 | N/A | - |
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