PEMGX
Price
$45.56
Change
-$0.15 (-0.33%)
Updated
Sep 16 closing price
Net Assets
33.2B
PMVRX
Price
$19.45
Change
-$0.09 (-0.46%)
Updated
Sep 16 closing price
Net Assets
382.23M
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PEMGX vs PMVRX

Header iconPEMGX vs PMVRX Comparison
Open Charts PEMGX vs PMVRXBanner chart's image
Principal MidCap A
Price$45.56
Change-$0.15 (-0.33%)
VolumeN/A
Net Assets33.2B
Putnam Sustainable Future R
Price$19.45
Change-$0.09 (-0.46%)
VolumeN/A
Net Assets382.23M
PEMGX vs PMVRX Comparison Chart in %
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PEMGX vs. PMVRX commentary
Sep 17, 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: 33.2B vs. PMVRX (382M). 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: 80.00 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 : 6.28 vs. PMVRX (-5.65). PEMGX return over 5 years is better than : 46.60 vs. PMVRX (-11.82).
PEMGXPMVRXPEMGX / PMVRX
Total Expense Ratio0.911.3070%
Annual Report Gross Expense Ratio0.911.3070%
Fund Existence20 years22 years-
Gain YTD7.2504.716154%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B382M8,691%
Annual Yield % from dividends0.000.00-
Returns for 1 year6.28-5.65-111%
Returns for 3 years47.8327.96171%
Returns for 5 years46.60-11.82-394%
Returns for 10 years111.527.711,447%
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