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CMPCX vs PEMGX
CMPCX vs PEMGX Comparison
Open Charts CMPCX vs PEMGX
Calvert Small/Mid-Cap C
Price$18.23
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets215.36M
CMPCX vs PEMGX Comparison Chart in %
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CMPCX vs. PEMGX commentary
Dec 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 CMPCX is a Hold and PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.2B vs. CMPCX (215M). CMPCX (0.00) and PEMGX (0.00) have matching dividends . CMPCX was incepted earlier than PEMGX: CMPCX (31 years) vs PEMGX (21 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 : -4.83 vs. CMPCX (-10.51). PEMGX return over 5 years is better than : 19.23 vs. CMPCX (-19.69).
| 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 | 21 years | - |
| Gain YTD | -9.168 | -2.839 | 323% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 215M | 31.2B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -10.51 | -4.83 | 218% |
| Returns for 3 years | 2.36 | 38.17 | 6% |
| Returns for 5 years | -19.69 | 19.23 | -102% |
| Returns for 10 years | 0.28 | 101.96 | 0% |
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