PEMGX
Price
$42.31
Change
-$0.02 (-0.05%)
Updated
Nov 19 closing price
Net Assets
30.83B
PMVRX
Price
$18.84
Change
+$0.12 (+0.64%)
Updated
Nov 19 closing price
Net Assets
354.59M
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PEMGX vs PMVRX

Header iconPEMGX vs PMVRX Comparison
Open Charts PEMGX vs PMVRXBanner chart's image
Principal MidCap A
Price$42.31
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets30.83B
Putnam Sustainable Future R
Price$18.84
Change+$0.12 (+0.64%)
VolumeN/A
Net Assets354.59M
PEMGX vs PMVRX Comparison Chart in %
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PEMGX vs. PMVRX commentary
Nov 20, 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 Hold and PMVRX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.8B vs. PMVRX (355M). PEMGX (0.00) and PMVRX (0.00) have matching dividends . PEMGX was incepted earlier than PMVRX: PEMGX (20 years) vs PMVRX (23 years). PMVRX (1.27) 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 : -6.45 vs. PMVRX (-12.66). PEMGX return over 5 years is better than : 25.57 vs. PMVRX (-23.72).
PEMGXPMVRXPEMGX / PMVRX
Total Expense Ratio0.911.2772%
Annual Report Gross Expense Ratio0.911.2772%
Fund Existence20 years23 years-
Gain YTD-0.6800.965-71%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.8B355M8,676%
Annual Yield % from dividends0.000.00-
Returns for 1 year-6.45-12.6651%
Returns for 3 years32.2826.19123%
Returns for 5 years25.57-23.72-108%
Returns for 10 years89.673.852,331%
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