CMPCX
Price
$20.08
Change
+$0.02 (+0.10%)
Updated
Sep 5 closing price
Net Assets
29.37M
PMAQX
Price
$47.98
Change
+$0.48 (+1.01%)
Updated
Sep 4 closing price
Net Assets
33.05B
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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$20.08
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets29.37M
Principal MidCap R6
Price$47.98
Change+$0.48 (+1.01%)
VolumeN/A
Net Assets33.05B
CMPCX vs PMAQX Comparison Chart in %
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CMPCX vs. PMAQX commentary
Sep 09, 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: 33B vs. CMPCX (29.4M). PMAQX pays higher dividends than CMPCX: PMAQX (0.18) vs CMPCX (0.00). CMPCX was incepted earlier than PMAQX: CMPCX (31 years) vs PMAQX (9 years). CMPCX (2.26) 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 : 9.52 vs. CMPCX (-4.47). PMAQX return over 5 years is better than : 49.78 vs. CMPCX (1.98).
CMPCXPMAQXCMPCX / PMAQX
Total Expense Ratio1.890.59320%
Annual Report Gross Expense Ratio2.260.59383%
Fund Existence31 years9 years-
Gain YTD0.0507.1921%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets29.4M33B0%
Annual Yield % from dividends0.000.18-
Returns for 1 year-4.479.52-47%
Returns for 3 years8.3647.4318%
Returns for 5 years1.9849.784%
Returns for 10 years-6.52N/A-
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