Interact to see
Advertisement
Advertisement
CMPCX vs PEMGX
CMPCX vs PEMGX Comparison
Open Charts CMPCX vs PEMGX
Calvert Small/Mid-Cap C
Price$18.76
Change-$0.23 (-1.21%)
VolumeN/A
Net Assets217.57M
CMPCX vs PEMGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CMPCX vs. PEMGX commentary
Nov 14, 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 StrongBuy and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32B vs. CMPCX (218M). 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 : -5.01 vs. CMPCX (-16.27). PEMGX return over 5 years is better than : 30.49 vs. CMPCX (-11.30).
| 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 | -5.381 | 2.816 | -191% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218M | 32B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -16.27 | -5.01 | 325% |
| Returns for 3 years | -1.20 | 34.17 | -4% |
| Returns for 5 years | -11.30 | 30.49 | -37% |
| Returns for 10 years | -8.44 | 103.52 | -8% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| GDXJ | 101.44 | 3.40 | +3.47% |
| VanEck Junior Gold Miners ETF | |||
| UTHY | 42.56 | 0.09 | +0.22% |
| F/m US Treasury 30 Year Bond ETF | |||
| HFRO | 6.47 | N/A | N/A |
| Highland Opportunities and Income Fund | |||
| NBSD | 51.19 | -0.01 | -0.02% |
| Neuberger Berman Short Duration Inc ETF | |||
| KJUL | 31.13 | -0.03 | -0.09% |
| Innovator Russell 2000 Pwr Bffr ETF™ Jul | |||