PEMGX
Price
$44.47
Change
+$0.39 (+0.88%)
Updated
Jun 26 closing price
Net Assets
30.94B
PMVAX
Price
$20.10
Change
+$0.21 (+1.06%)
Updated
Jun 26 closing price
Net Assets
374.58M
Interact to see
Advertisement

PEMGX vs PMVAX

Header iconPEMGX vs PMVAX Comparison
Open Charts PEMGX vs PMVAXBanner chart's image
Principal MidCap A
Price$44.47
Change+$0.39 (+0.88%)
VolumeN/A
Net Assets30.94B
Putnam Sustainable Future A
Price$20.10
Change+$0.21 (+1.06%)
VolumeN/A
Net Assets374.58M
PEMGX vs PMVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
PEMGX vs. PMVAX commentary
Jun 27, 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 : 11.68 vs. PMVAX (-8.47). PEMGX return over 5 years is better than : 58.56 vs. PMVAX (-0.20).
PEMGXPMVAXPEMGX / PMVAX
Total Expense Ratio0.911.0587%
Annual Report Gross Expense Ratio0.911.0587%
Fund Existence20 years26 years-
Gain YTD3.426-0.351-977%
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 year11.68-8.47-138%
Returns for 3 years45.1425.81175%
Returns for 5 years58.56-0.20-29,177%
Returns for 10 years95.852.983,220%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
AMBA69.304.41
+6.80%
Ambarella
ETON13.960.46
+3.41%
Eton Pharmaceuticals
RKDA4.380.08
+1.86%
Arcadia Biosciences
TTC70.960.55
+0.78%
Toro Company (The)
AVAH4.82-0.04
-0.82%
Aveanna Healthcare Holdings