PEMGX
Price
$43.79
Change
+$0.14 (+0.32%)
Updated
May 30 closing price
Net Assets
30.87B
PMVAX
Price
$19.68
Change
+$0.02 (+0.10%)
Updated
May 30 closing price
Net Assets
374.61M
Interact to see
Advertisement

PEMGX vs PMVAX

Header iconPEMGX vs PMVAX Comparison
Open Charts PEMGX vs PMVAXBanner chart's image
Principal MidCap A
Price$43.79
Change+$0.14 (+0.32%)
VolumeN/A
Net Assets30.87B
Putnam Sustainable Future A
Price$19.68
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets374.61M
PEMGX vs PMVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
PEMGX vs. PMVAX commentary
Jun 01, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.9B vs. PMVAX (375M). 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: 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 : 12.11 vs. PMVAX (-7.91). PEMGX return over 5 years is better than : 55.06 vs. PMVAX (1.13).
PEMGXPMVAXPEMGX / PMVAX
Total Expense Ratio0.911.0587%
Annual Report Gross Expense Ratio0.911.0587%
Fund Existence20 years26 years-
Gain YTD2.745-1.403-196%
Front Load6%6%96%
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.9B375M8,240%
Annual Yield % from dividends0.000.00-
Returns for 1 year12.11-7.91-153%
Returns for 3 years35.3619.56181%
Returns for 5 years55.061.134,871%
Returns for 10 years90.100.2142,712%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
NMIEX12.660.03
+0.24%
Northern Active M International Equity
AGRYX131.010.17
+0.13%
AB Growth Advisor
HFQDX6.77N/A
N/A
Janus Henderson Global Equity Income D
BILSX9.53-0.01
-0.10%
BlackRock U.S. Insights Lon/Shr Eq Ins
SACEX8.60-0.04
-0.44%
Spirit of America Energy C