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CMPAX vs PEMGX
CMPAX vs PEMGX Comparison
Open Charts CMPAX vs PEMGX
Calvert Small/Mid-Cap A
Price$24.59
Change+$0.13 (+0.53%)
VolumeN/A
Net Assets225.87M
CMPAX vs PEMGX Comparison Chart in %
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CMPAX vs. PEMGX commentary
Oct 19, 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 Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.8B vs. CMPAX (226M). CMPAX pays higher dividends than PEMGX: CMPAX (0.16) vs PEMGX (0.00). CMPAX was incepted earlier than PEMGX: CMPAX (58 years) vs PEMGX (20 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 : -3.03 vs. CMPAX (-10.45). PEMGX return over 5 years is better than : 35.03 vs. CMPAX (3.69).
| 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 | 20 years | - |
| Gain YTD | -4.058 | 2.206 | -184% |
| Front Load | 5% | 6% | 95% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226M | 31.8B | 1% |
| Annual Yield % from dividends | 0.16 | 0.00 | - |
| Returns for 1 year | -10.45 | -3.03 | 345% |
| Returns for 3 years | 10.39 | 48.57 | 21% |
| Returns for 5 years | 3.69 | 35.03 | 11% |
| Returns for 10 years | 8.59 | 99.18 | 9% |
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