PEMGX
Price
$41.35
Change
-$1.70 (-3.95%)
Updated
Apr 3 closing price
Net Assets
29.76B
PMVAX
Price
$17.07
Change
-$1.18 (-6.47%)
Updated
Apr 3 closing price
Net Assets
355.63M
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PEMGX vs PMVAX

Header iconPEMGX vs PMVAX Comparison
Open Charts PEMGX vs PMVAXBanner chart's image
Principal MidCap A
Price$41.35
Change-$1.70 (-3.95%)
VolumeN/A
Net Assets29.76B
Putnam Sustainable Future A
Price$17.07
Change-$1.18 (-6.47%)
VolumeN/A
Net Assets355.63M
PEMGX vs PMVAX Comparison Chart
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PEMGX vs. PMVAX commentary
Apr 05, 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: 29.8B vs. PMVAX (356M). PEMGX (0.00) and PMVAX (0.00) have matching dividends . PEMGX was incepted earlier than PMVAX: PEMGX (20 years) vs PMVAX (25 years). PMVAX (1.05) is less costly to investors than PEMGX (0.95). PMVAX is a more actively managed with annual turnover of: 43.00 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 : 7.33 vs. PMVAX (-14.16). PEMGX return over 5 years is better than : 101.64 vs. PMVAX (25.34).
PEMGXPMVAXPEMGX / PMVAX
Total Expense Ratio0.951.0590%
Annual Report Gross Expense Ratio0.951.0590%
Fund Existence20 years25 years-
Gain YTD1.009-8.567-12%
Front Load6%6%96%
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets29.8B356M8,371%
Annual Yield % from dividends0.000.00-
Returns for 1 year7.33-14.16-52%
Returns for 3 years19.09-7.64-250%
Returns for 5 years101.6425.34401%
Returns for 10 years86.08-8.08-1,065%
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