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CMCIX vs TRQZX
CMCIX vs TRQZX Comparison
Open Charts CMCIX vs TRQZX
Calvert Small/Mid-Cap I
Price$25.83
Change+$0.13 (+0.51%)
VolumeN/A
Net Assets225.87M
T. Rowe Price Mid-Cap Growth Z
Price$103.85
Change+$0.30 (+0.29%)
VolumeN/A
Net Assets26.14B
CMCIX vs TRQZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
TRQZX has more cash in the bank: 26.1B vs. CMCIX (226M). TRQZX pays higher dividends than CMCIX: TRQZX (0.60) vs CMCIX (0.40). CMCIX was incepted earlier than TRQZX: CMCIX (14 years) vs TRQZX (6 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). TRQZX annual gain was more profitable for investors over the last year : -6.67 vs. CMCIX (-9.98). CMCIX return over 5 years is better than : 5.82 vs. TRQZX (-1.49).
| 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 | 6 years | - |
| Gain YTD | -3.870 | 3.108 | -125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226M | 26.1B | 1% |
| Annual Yield % from dividends | 0.40 | 0.60 | 66% |
| Returns for 1 year | -9.98 | -6.67 | 150% |
| Returns for 3 years | 11.75 | 21.88 | 54% |
| Returns for 5 years | 5.82 | -1.49 | -390% |
| Returns for 10 years | 13.02 | N/A | - |
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