Interact to see
Advertisement
Advertisement
CMPAX vs PEMGX
CMPAX vs PEMGX Comparison
Open Charts CMPAX vs PEMGX
Calvert Small/Mid-Cap A
Price$25.16
Change-$0.28 (-1.10%)
VolumeN/A
Net Assets29.37M
CMPAX vs PEMGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CMPAX vs. PEMGX commentary
Aug 17, 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 Buy and PEMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.5B vs. CMPAX (29.4M). CMPAX pays higher dividends than PEMGX: CMPAX (0.16) vs PEMGX (0.00). CMPAX was incepted earlier than PEMGX: CMPAX (57 years) vs PEMGX (20 years). CMPAX (1.21) 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 : 8.97 vs. CMPAX (-4.52). PEMGX return over 5 years is better than : 44.09 vs. CMPAX (7.04).
| CMPAX | PEMGX | CMPAX / PEMGX | |
| Total Expense Ratio | 1.15 | 0.91 | 126% |
| Annual Report Gross Expense Ratio | 1.21 | 0.91 | 133% |
| Fund Existence | 57 years | 20 years | - |
| Gain YTD | -1.834 | 5.748 | -32% |
| Front Load | 5% | 6% | 95% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.4M | 32.5B | 0% |
| Annual Yield % from dividends | 0.16 | 0.00 | - |
| Returns for 1 year | -4.52 | 8.97 | -50% |
| Returns for 3 years | -0.28 | 30.18 | -1% |
| Returns for 5 years | 7.04 | 44.09 | 16% |
| Returns for 10 years | 4.00 | 93.40 | 4% |