PEMGX
Price
$44.59
Change
-$0.32 (-0.71%)
Updated
Oct 7 closing price
Net Assets
33.08B
PMVRX
Price
$19.54
Change
-$0.16 (-0.81%)
Updated
Oct 7 closing price
Net Assets
381.76M
Interact to see
Advertisement

PEMGX vs PMVRX

Header iconPEMGX vs PMVRX Comparison
Open Charts PEMGX vs PMVRXBanner chart's image
Principal MidCap A
Price$44.59
Change-$0.32 (-0.71%)
VolumeN/A
Net Assets33.08B
Putnam Sustainable Future R
Price$19.54
Change-$0.16 (-0.81%)
VolumeN/A
Net Assets381.76M
PEMGX vs PMVRX Comparison Chart in %
View a ticker or compare two or three
VS
PEMGX vs. PMVRX commentary
Oct 08, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.1B vs. PMVRX (382M). PEMGX (0.00) and PMVRX (0.00) have matching dividends . PEMGX was incepted earlier than PMVRX: PEMGX (20 years) vs PMVRX (23 years). PMVRX (1.30) 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 : 4.13 vs. PMVRX (-7.13). PEMGX return over 5 years is better than : 39.26 vs. PMVRX (-17.62).
PEMGXPMVRXPEMGX / PMVRX
Total Expense Ratio0.911.3070%
Annual Report Gross Expense Ratio0.911.3070%
Fund Existence20 years23 years-
Gain YTD5.3734.716114%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets33.1B382M8,665%
Annual Yield % from dividends0.000.00-
Returns for 1 year4.13-7.13-58%
Returns for 3 years54.1236.55148%
Returns for 5 years39.26-17.62-223%
Returns for 10 years105.926.031,755%
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 %
KLCSX22.20N/A
N/A
Federated Hermes Kaufmann Large Cap R6
VYMRX17.49N/A
N/A
Voya MI Dynamic SMID Cap C
LIDFX9.94N/A
N/A
Lord Abbett International Value F
AIVSX67.43-0.16
-0.24%
American Funds Invmt Co of Amer A
TIVRX33.85-0.25
-0.73%
Thornburg International Equity R5