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CMPAX vs PMAQX
CMPAX vs PMAQX Comparison
Open Charts CMPAX vs PMAQX
Calvert Small/Mid-Cap A
Price$24.46
Change-$0.43 (-1.73%)
VolumeN/A
Net Assets29.82M
CMPAX vs PMAQX Comparison Chart
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CMPAX vs. PMAQX commentary
Jun 16, 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 PMAQX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 30.6B vs. CMPAX (29.8M). PMAQX pays higher dividends than CMPAX: PMAQX (0.19) vs CMPAX (0.16). CMPAX was incepted earlier than PMAQX: CMPAX (57 years) vs PMAQX (9 years). CMPAX (1.21) is less costly to investors than PMAQX (0.59). CMPAX is a more actively managed with annual turnover of: 42.00 vs. PMAQX (10.50). PMAQX has a lower initial minimum investment than CMPAX: PMAQX (0) vs CMPAX (1000). PMAQX annual gain was more profitable for investors over the last year : 10.62 vs. CMPAX (-3.02). PMAQX return over 5 years is better than : 56.82 vs. CMPAX (16.43).
| CMPAX | PMAQX | CMPAX / PMAQX | |
| Total Expense Ratio | 1.15 | 0.59 | 195% |
| Annual Report Gross Expense Ratio | 1.21 | 0.59 | 205% |
| Fund Existence | 57 years | 9 years | - |
| Gain YTD | -4.565 | 2.039 | -224% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8M | 30.6B | 0% |
| Annual Yield % from dividends | 0.16 | 0.19 | 86% |
| Returns for 1 year | -3.02 | 10.62 | -28% |
| Returns for 3 years | 11.96 | 50.92 | 23% |
| Returns for 5 years | 16.43 | 56.82 | 29% |
| Returns for 10 years | -0.42 | N/A | - |
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