CMPCX
Price
$19.14
Change
+$0.10 (+0.53%)
Updated
Oct 17 closing price
Net Assets
225.87M
PMAQX
Price
$45.72
Change
+$0.21 (+0.46%)
Updated
Oct 17 closing price
Net Assets
31.93B
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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$19.14
Change+$0.10 (+0.53%)
VolumeN/A
Net Assets225.87M
Principal MidCap R6
Price$45.72
Change+$0.21 (+0.46%)
VolumeN/A
Net Assets31.93B
CMPCX vs PMAQX Comparison Chart in %
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CMPCX vs. PMAQX commentary
Oct 21, 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 Buy.

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FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 31.9B vs. CMPCX (226M). 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 (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 : -2.59 vs. CMPCX (-12.60). PMAQX return over 5 years is better than : 38.23 vs. CMPCX (-5.81).
CMPCXPMAQXCMPCX / PMAQX
Total Expense Ratio1.890.59320%
Annual Report Gross Expense Ratio2.260.59383%
Fund Existence31 years9 years-
Gain YTD-4.6342.442-190%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets226M31.9B1%
Annual Yield % from dividends0.000.19-
Returns for 1 year-12.60-2.59486%
Returns for 3 years4.7650.629%
Returns for 5 years-5.8138.23-15%
Returns for 10 years-9.03N/A-
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