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CMPAX vs PEMGX
CMPAX vs PEMGX Comparison
Open Charts CMPAX vs PEMGX
Calvert Small/Mid-Cap A
Price$23.70
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets215.36M
CMPAX vs PEMGX Comparison Chart in %
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CMPAX vs. PEMGX commentary
Dec 28, 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 CMPAX is a Hold and PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.2B vs. CMPAX (215M). CMPAX pays higher dividends than PEMGX: CMPAX (0.17) vs PEMGX (0.00). CMPAX was incepted earlier than PEMGX: CMPAX (58 years) vs PEMGX (21 years). CMPAX (1.51) is less costly to investors than PEMGX (0.91). CMPAX is a more actively managed with annual turnover of: 42.00 vs. PEMGX (10.50). PEMGX (6%) and CMPAX (5%) have equivalent initial investment costs. CMPAX (1000) and PEMGX (1000) have matching initial minimum investment requirements. PEMGX annual gain was more profitable for investors over the last year : -4.74 vs. CMPAX (-9.16). PEMGX return over 5 years is better than : 19.29 vs. CMPAX (-10.97).
| CMPAX | PEMGX | CMPAX / PEMGX | |
| Total Expense Ratio | 1.14 | 0.91 | 125% |
| Annual Report Gross Expense Ratio | 1.51 | 0.91 | 166% |
| Fund Existence | 58 years | 21 years | - |
| Gain YTD | -7.530 | -2.792 | 270% |
| Front Load | 5% | 6% | 95% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 215M | 31.2B | 1% |
| Annual Yield % from dividends | 0.17 | 0.00 | - |
| Returns for 1 year | -9.16 | -4.74 | 193% |
| Returns for 3 years | 7.79 | 38.52 | 20% |
| Returns for 5 years | -10.97 | 19.29 | -57% |
| Returns for 10 years | 18.98 | 100.30 | 19% |
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