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CMPCX vs PEMGX
CMPCX vs PEMGX Comparison
Open Charts CMPCX vs PEMGX
Calvert Small/Mid-Cap C
Price$18.44
Change-$0.73 (-3.81%)
VolumeN/A
Net Assets210.2M
CMPCX vs PEMGX Comparison Chart in %
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CMPCX vs. PEMGX commentary
Feb 05, 2026
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 Buy and PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.5B vs. CMPCX (210M). 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 (13.70). CMPCX (1000) and PEMGX (1000) have matching initial minimum investment requirements. CMPCX annual gain was more profitable for investors over the last year : -9.70 vs. PEMGX (-11.39). PEMGX return over 5 years is better than : 11.73 vs. CMPCX (-22.00).
| 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 | 3.363 | -2.946 | -114% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 210M | 29.5B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -9.70 | -11.39 | 85% |
| Returns for 3 years | -6.49 | 20.37 | -32% |
| Returns for 5 years | -22.00 | 11.73 | -188% |
| Returns for 10 years | 13.06 | 115.63 | 11% |
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