PEMGX
Price
$43.86
Change
+$0.02 (+0.05%)
Updated
Jun 5 closing price
Net Assets
30.91B
PMVRX
Price
$18.69
Change
-$0.01 (-0.05%)
Updated
Jun 5 closing price
Net Assets
380.9M
Interact to see
Advertisement

PEMGX vs PMVRX

Header iconPEMGX vs PMVRX Comparison
Open Charts PEMGX vs PMVRXBanner chart's image
Principal MidCap A
Price$43.86
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets30.91B
Putnam Sustainable Future R
Price$18.69
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets380.9M
PEMGX vs PMVRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
PEMGX vs. PMVRX commentary
Jun 06, 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 Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.9B vs. PMVRX (381M). 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 (0.91). 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 : 10.34 vs. PMVRX (-8.82). PEMGX return over 5 years is better than : 44.97 vs. PMVRX (-3.31).
PEMGXPMVRXPEMGX / PMVRX
Total Expense Ratio0.911.3070%
Annual Report Gross Expense Ratio0.911.3070%
Fund Existence20 years22 years-
Gain YTD2.8630.2141,335%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.9B381M8,110%
Annual Yield % from dividends0.000.00-
Returns for 1 year10.34-8.82-117%
Returns for 3 years34.7319.03182%
Returns for 5 years44.97-3.31-1,359%
Returns for 10 years92.31-2.29-4,035%
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 %
LAFFX19.28N/A
N/A
Lord Abbett Affiliated A
RYWUX63.32N/A
N/A
Rydex Emerging Markets 2X Strategy C
SCYVX13.68N/A
N/A
AB Small Cap Value Advisor
BMSDX14.03N/A
N/A
MFS Blended Research Mid Cap Eq C
PFSQX24.73N/A
N/A
PGIM Jennison Financial Services R6