PEMGX
Price
$42.31
Change
-$0.02 (-0.05%)
Updated
Nov 19 closing price
Net Assets
30.83B
PMVAX
Price
$20.20
Change
+$0.13 (+0.65%)
Updated
Nov 19 closing price
Net Assets
354.59M
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PEMGX vs PMVAX

Header iconPEMGX vs PMVAX Comparison
Open Charts PEMGX vs PMVAXBanner chart's image
Principal MidCap A
Price$42.31
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets30.83B
Putnam Sustainable Future A
Price$20.20
Change+$0.13 (+0.65%)
VolumeN/A
Net Assets354.59M
PEMGX vs PMVAX Comparison Chart in %
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PEMGX vs. PMVAX commentary
Nov 20, 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 Hold and PMVAX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.8B vs. PMVAX (355M). PEMGX (0.00) and PMVAX (0.00) have matching dividends . PEMGX was incepted earlier than PMVAX: PEMGX (20 years) vs PMVAX (26 years). PMVAX (1.02) 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 : -6.45 vs. PMVAX (-11.75). PEMGX return over 5 years is better than : 25.57 vs. PMVAX (-21.28).
PEMGXPMVAXPEMGX / PMVAX
Total Expense Ratio0.911.0289%
Annual Report Gross Expense Ratio0.911.0289%
Fund Existence20 years26 years-
Gain YTD-0.6801.202-57%
Front Load6%6%96%
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.8B355M8,676%
Annual Yield % from dividends0.000.00-
Returns for 1 year-6.45-11.7555%
Returns for 3 years32.2828.09115%
Returns for 5 years25.57-21.28-120%
Returns for 10 years89.679.41953%
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