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CMPAX vs PEMGX
CMPAX vs PEMGX Comparison
Open Charts CMPAX vs PEMGX
Calvert Small/Mid-Cap A
Price$24.12
Change-$0.29 (-1.19%)
VolumeN/A
Net Assets217.57M
CMPAX vs PEMGX Comparison Chart in %
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CMPAX vs. PEMGX commentary
Nov 14, 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 StrongBuy and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32B vs. CMPAX (218M). CMPAX pays higher dividends than PEMGX: CMPAX (0.17) 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 : -5.01 vs. CMPAX (-15.00). PEMGX return over 5 years is better than : 30.49 vs. CMPAX (-3.53).
| 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 | -5.892 | 2.816 | -209% |
| Front Load | 5% | 6% | 95% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218M | 32B | 1% |
| Annual Yield % from dividends | 0.17 | 0.00 | - |
| Returns for 1 year | -15.00 | -5.01 | 300% |
| Returns for 3 years | 3.94 | 34.17 | 12% |
| Returns for 5 years | -3.53 | 30.49 | -12% |
| Returns for 10 years | 7.12 | 103.52 | 7% |
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