CMPCX
Price
$19.09
Change
-$0.33 (-1.70%)
Updated
Jun 13 closing price
Net Assets
29.82M
PMAQX
Price
$45.54
Change
-$0.70 (-1.51%)
Updated
Jun 13 closing price
Net Assets
30.56B
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CMPCX vs PMAQX

Header iconCMPCX vs PMAQX Comparison
Open Charts CMPCX vs PMAQXBanner chart's image
Calvert Small/Mid-Cap C
Price$19.09
Change-$0.33 (-1.70%)
VolumeN/A
Net Assets29.82M
Principal MidCap R6
Price$45.54
Change-$0.70 (-1.51%)
VolumeN/A
Net Assets30.56B
CMPCX vs PMAQX Comparison Chart
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CMPCX vs. PMAQX commentary
Jun 16, 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 PMAQX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 30.6B vs. CMPCX (29.8M). PMAQX pays higher dividends than CMPCX: PMAQX (0.19) vs CMPCX (0.00). CMPCX was incepted earlier than PMAQX: CMPCX (31 years) vs PMAQX (9 years). CMPCX (1.96) is less costly to investors than PMAQX (0.59). CMPCX is a more actively managed with annual turnover of: 42.00 vs. PMAQX (10.50). PMAQX has a lower initial minimum investment than CMPCX: PMAQX (0) vs CMPCX (1000). PMAQX annual gain was more profitable for investors over the last year : 10.62 vs. CMPCX (-4.50). PMAQX return over 5 years is better than : 56.82 vs. CMPCX (5.59).
CMPCXPMAQXCMPCX / PMAQX
Total Expense Ratio1.900.59322%
Annual Report Gross Expense Ratio1.960.59332%
Fund Existence31 years9 years-
Gain YTD-4.8832.039-239%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets29.8M30.6B0%
Annual Yield % from dividends0.000.19-
Returns for 1 year-4.5010.62-42%
Returns for 3 years6.2950.9212%
Returns for 5 years5.5956.8210%
Returns for 10 years-16.56N/A-
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