PEMGX
Price
$45.79
Change
-$0.48 (-1.04%)
Updated
Sep 12 closing price
Net Assets
32.91B
PMVAX
Price
$20.75
Change
-$0.17 (-0.81%)
Updated
Sep 12 closing price
Net Assets
378.25M
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PEMGX vs PMVAX

Header iconPEMGX vs PMVAX Comparison
Open Charts PEMGX vs PMVAXBanner chart's image
Principal MidCap A
Price$45.79
Change-$0.48 (-1.04%)
VolumeN/A
Net Assets32.91B
Putnam Sustainable Future A
Price$20.75
Change-$0.17 (-0.81%)
VolumeN/A
Net Assets378.25M
PEMGX vs PMVAX Comparison Chart in %
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PEMGX vs. PMVAX commentary
Sep 15, 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 PEMGX is a Buy and PMVAX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.9B vs. PMVAX (378M). PEMGX (0.00) and PMVAX (0.00) have matching dividends . PEMGX was incepted earlier than PMVAX: PEMGX (20 years) vs PMVAX (26 years). PMVAX (1.05) is less costly to investors than PEMGX (0.91). PMVAX is a more actively managed with annual turnover of: 80.00 vs. PEMGX (10.50). PMVAX (6%) and PEMGX (6%) have equivalent initial investment costs. PMVAX has a lower initial minimum investment than PEMGX: PMVAX (0) vs PEMGX (1000). PEMGX annual gain was more profitable for investors over the last year : 8.46 vs. PMVAX (-4.33). PEMGX return over 5 years is better than : 49.54 vs. PMVAX (-8.02).
PEMGXPMVAXPEMGX / PMVAX
Total Expense Ratio0.911.0587%
Annual Report Gross Expense Ratio0.911.0587%
Fund Existence20 years26 years-
Gain YTD7.4383.958188%
Front Load6%6%96%
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.9B378M8,704%
Annual Yield % from dividends0.000.00-
Returns for 1 year8.46-4.33-195%
Returns for 3 years44.7225.08178%
Returns for 5 years49.54-8.02-618%
Returns for 10 years110.2410.981,004%
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