CMPAX
Price
$24.59
Change
+$0.13 (+0.53%)
Updated
Oct 17 closing price
Net Assets
225.87M
PMAQX
Price
$45.72
Change
+$0.21 (+0.46%)
Updated
Oct 17 closing price
Net Assets
31.76B
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CMPAX vs PMAQX

Header iconCMPAX vs PMAQX Comparison
Open Charts CMPAX vs PMAQXBanner chart's image
Calvert Small/Mid-Cap A
Price$24.59
Change+$0.13 (+0.53%)
VolumeN/A
Net Assets225.87M
Principal MidCap R6
Price$45.72
Change+$0.21 (+0.46%)
VolumeN/A
Net Assets31.76B
CMPAX vs PMAQX Comparison Chart in %
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CMPAX vs. PMAQX commentary
Oct 19, 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 Buy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 31.8B vs. CMPAX (226M). PMAQX pays higher dividends than CMPAX: PMAQX (0.19) vs CMPAX (0.16). CMPAX was incepted earlier than PMAQX: CMPAX (58 years) vs PMAQX (9 years). CMPAX (1.51) 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 : -2.59 vs. CMPAX (-10.45). PMAQX return over 5 years is better than : 38.23 vs. CMPAX (3.69).
CMPAXPMAQXCMPAX / PMAQX
Total Expense Ratio1.140.59193%
Annual Report Gross Expense Ratio1.510.59256%
Fund Existence58 years9 years-
Gain YTD-4.0582.442-166%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets226M31.8B1%
Annual Yield % from dividends0.160.1988%
Returns for 1 year-10.45-2.59403%
Returns for 3 years10.3950.6221%
Returns for 5 years3.6938.2310%
Returns for 10 years8.59N/A-
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