PEMGX
Price
$42.51
Change
-$1.58 (-3.58%)
Updated
Dec 18 closing price
PMVAX
Price
$20.09
Change
-$0.74 (-3.55%)
Updated
Dec 18 closing price
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PEMGX vs PMVAX

Header iconPEMGX vs PMVAX Comparison
Open Charts PEMGX vs PMVAXBanner chart's image
Principal MidCap A
Price$42.51
Change-$1.58 (-3.58%)
VolumeN/A
CapitalizationN/A
Putnam Sustainable Future A
Price$20.09
Change-$0.74 (-3.55%)
VolumeN/A
CapitalizationN/A
PEMGX vs PMVAX Comparison Chart
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PEMGX vs. PMVAX commentary
Dec 19, 2024

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 StrongBuy.

FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.4B vs. PMVAX (430M). PEMGX (0.00) and PMVAX (0.00) have matching dividends . PEMGX was incepted earlier than PMVAX: PEMGX (19 years) vs PMVAX (25 years). PMVAX is a more actively managed with annual turnover of: 43.00 vs. PEMGX (10.10). 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 : 21.23 vs. PMVAX (8.89). PEMGX return over 5 years is better than : 47.22 vs. PMVAX (14.89).
PEMGXPMVAXPEMGX / PMVAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence19 years25 years-
Gain YTD20.0717.482268%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets29.4B430M6,837%
Annual Yield % from dividends0.000.00-
Returns for 1 year21.238.89239%
Returns for 3 years13.84-6.21-223%
Returns for 5 years47.2214.89317%
Returns for 10 years104.4010.361,007%
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