PEMGX
Price
$45.03
Change
+$0.32 (+0.72%)
Updated
Oct 3 closing price
Net Assets
33.17B
PMVAX
Price
$21.11
Change
+$0.05 (+0.24%)
Updated
Oct 3 closing price
Net Assets
382.15M
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PEMGX vs PMVAX

Header iconPEMGX vs PMVAX Comparison
Open Charts PEMGX vs PMVAXBanner chart's image
Principal MidCap A
Price$45.03
Change+$0.32 (+0.72%)
VolumeN/A
Net Assets33.17B
Putnam Sustainable Future A
Price$21.11
Change+$0.05 (+0.24%)
VolumeN/A
Net Assets382.15M
PEMGX vs PMVAX Comparison Chart in %
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PEMGX vs. PMVAX commentary
Oct 06, 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 Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.2B vs. PMVAX (382M). 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 : 3.71 vs. PMVAX (-5.25). PEMGX return over 5 years is better than : 44.37 vs. PMVAX (-11.19).
PEMGXPMVAXPEMGX / PMVAX
Total Expense Ratio0.911.0587%
Annual Report Gross Expense Ratio0.911.0587%
Fund Existence20 years26 years-
Gain YTD5.6555.76298%
Front Load6%6%96%
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B382M8,691%
Annual Yield % from dividends0.000.00-
Returns for 1 year3.71-5.25-71%
Returns for 3 years47.9333.86142%
Returns for 5 years44.37-11.19-397%
Returns for 10 years110.9014.95742%
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