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CMPAX vs PEMGX
CMPAX vs PEMGX Comparison
Open Charts CMPAX vs PEMGX
Calvert Small/Mid-Cap A
Price$25.60
Change+$0.18 (+0.71%)
VolumeN/A
Net Assets29.8M
CMPAX vs PEMGX Comparison Chart in %
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CMPAX vs. PEMGX commentary
Jul 27, 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: 33.2B vs. CMPAX (29.8M). 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 : 13.43 vs. CMPAX (-1.77). PEMGX return over 5 years is better than : 55.06 vs. CMPAX (14.46).
| 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 | -0.117 | 8.564 | -1% |
| Front Load | 5% | 6% | 95% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8M | 33.2B | 0% |
| Annual Yield % from dividends | 0.16 | 0.00 | - |
| Returns for 1 year | -1.77 | 13.43 | -13% |
| Returns for 3 years | 9.99 | 48.78 | 20% |
| Returns for 5 years | 14.46 | 55.06 | 26% |
| Returns for 10 years | 7.73 | 103.87 | 7% |
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