PEMGX
Price
$41.16
Change
-$0.42 (-1.01%)
Updated
Mar 11 closing price
Net Assets
28.4B
PMVRX
Price
$16.68
Change
+$0.11 (+0.66%)
Updated
Mar 11 closing price
Net Assets
352.61M
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PEMGX vs PMVRX

Header iconPEMGX vs PMVRX Comparison
Open Charts PEMGX vs PMVRXBanner chart's image
Principal MidCap A
Price$41.16
Change-$0.42 (-1.01%)
VolumeN/A
Net Assets28.4B
Putnam Sustainable Future R
Price$16.68
Change+$0.11 (+0.66%)
VolumeN/A
Net Assets352.61M
PEMGX vs PMVRX Comparison Chart
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PEMGX vs. PMVRX commentary
Mar 12, 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 PMVRX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 28.4B vs. PMVRX (353M). PEMGX (0.00) and PMVRX (0.00) have matching dividends . PEMGX was incepted earlier than PMVRX: PEMGX (20 years) vs PMVRX (22 years). PMVRX (1.30) is less costly to investors than PEMGX (0.95). PMVRX is a more actively managed with annual turnover of: 43.00 vs. PEMGX (10.50). PMVRX has a lower initial minimum investment than PEMGX: PMVRX (0) vs PEMGX (1000). PEMGX annual gain was more profitable for investors over the last year : 5.24 vs. PMVRX (-16.86). PEMGX return over 5 years is better than : 77.09 vs. PMVRX (18.87).
PEMGXPMVRXPEMGX / PMVRX
Total Expense Ratio0.951.3073%
Annual Report Gross Expense Ratio0.951.3073%
Fund Existence20 years22 years-
Gain YTD-2.440-11.20022%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets28.4B353M8,045%
Annual Yield % from dividends0.000.00-
Returns for 1 year5.24-16.86-31%
Returns for 3 years25.20-1.07-2,345%
Returns for 5 years77.0918.87409%
Returns for 10 years84.17-13.51-623%
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