PEMGX
Price
$40.71
Change
+$0.14 (+0.35%)
Updated
Apr 17 closing price
Net Assets
28.35B
PMVRX
Price
$15.83
Change
+$0.08 (+0.51%)
Updated
Apr 17 closing price
Net Assets
326.23M
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PEMGX vs PMVRX

Header iconPEMGX vs PMVRX Comparison
Open Charts PEMGX vs PMVRXBanner chart's image
Principal MidCap A
Price$40.71
Change+$0.14 (+0.35%)
VolumeN/A
Net Assets28.35B
Putnam Sustainable Future R
Price$15.83
Change+$0.08 (+0.51%)
VolumeN/A
Net Assets326.23M
PEMGX vs PMVRX Comparison Chart
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PEMGX vs. PMVRX commentary
Apr 19, 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.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 28.4B vs. PMVRX (326M). 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 : 6.96 vs. PMVRX (-17.34). PEMGX return over 5 years is better than : 60.34 vs. PMVRX (-3.12).
PEMGXPMVRXPEMGX / PMVRX
Total Expense Ratio0.951.3073%
Annual Report Gross Expense Ratio0.951.3073%
Fund Existence20 years22 years-
Gain YTD-4.481-15.16630%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets28.4B326M8,712%
Annual Yield % from dividends0.000.00-
Returns for 1 year6.96-17.34-40%
Returns for 3 years18.31-9.85-186%
Returns for 5 years60.34-3.12-1,933%
Returns for 10 years76.35-19.08-400%
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