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CMPCX vs PEMGX
CMPCX vs PEMGX Comparison
Open Charts CMPCX vs PEMGX
Calvert Small/Mid-Cap C
Price$19.14
Change+$0.10 (+0.53%)
VolumeN/A
Net Assets225.87M
CMPCX vs PEMGX Comparison Chart in %
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CMPCX vs. PEMGX commentary
Oct 21, 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 CMPCX is a Hold and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.9B vs. CMPCX (226M). CMPCX (0.00) and PEMGX (0.00) have matching dividends . CMPCX was incepted earlier than PEMGX: CMPCX (31 years) vs PEMGX (20 years). CMPCX (2.26) is less costly to investors than PEMGX (0.91). CMPCX is a more actively managed with annual turnover of: 42.00 vs. PEMGX (10.50). CMPCX (1000) and PEMGX (1000) have matching initial minimum investment requirements. PEMGX annual gain was more profitable for investors over the last year : -3.03 vs. CMPCX (-12.60). PEMGX return over 5 years is better than : 35.03 vs. CMPCX (-5.81).
| CMPCX | PEMGX | CMPCX / PEMGX | |
| Total Expense Ratio | 1.89 | 0.91 | 208% |
| Annual Report Gross Expense Ratio | 2.26 | 0.91 | 248% |
| Fund Existence | 31 years | 20 years | - |
| Gain YTD | -4.634 | 2.206 | -210% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226M | 31.9B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -12.60 | -3.03 | 416% |
| Returns for 3 years | 4.76 | 48.57 | 10% |
| Returns for 5 years | -5.81 | 35.03 | -17% |
| Returns for 10 years | -9.03 | 99.18 | -9% |
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