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CMPAX vs PEMGX
CMPAX vs PEMGX Comparison
Open Charts CMPAX vs PEMGX
Calvert Small/Mid-Cap A
Price$24.01
Change-$0.62 (-2.52%)
VolumeN/A
Net Assets210.2M
CMPAX vs PEMGX Comparison Chart in %
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CMPAX vs. PEMGX 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 CMPAX is a Buy and PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.5B vs. CMPAX (210M). CMPAX pays higher dividends than PEMGX: CMPAX (0.07) 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 (13.70). PEMGX (6%) and CMPAX (5%) have equivalent initial investment costs. CMPAX (1000) and PEMGX (1000) have matching initial minimum investment requirements. CMPAX annual gain was more profitable for investors over the last year : -7.94 vs. PEMGX (-11.39). PEMGX return over 5 years is better than : 11.73 vs. CMPAX (-13.41).
| 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 | 3.447 | -2.946 | -117% |
| Front Load | 5% | 6% | 95% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 210M | 29.5B | 1% |
| Annual Yield % from dividends | 0.07 | 0.00 | - |
| Returns for 1 year | -7.94 | -11.39 | 70% |
| Returns for 3 years | -1.33 | 20.37 | -7% |
| Returns for 5 years | -13.41 | 11.73 | -114% |
| Returns for 10 years | 35.35 | 115.63 | 31% |
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| XAI Octagon Floating Rate and Alternative Income Trust | |||