PEMGX
Price
$43.32
Change
-$0.09 (-0.21%)
Updated
May 9 closing price
Net Assets
30.38B
PMVRX
Price
$17.53
Change
-$0.05 (-0.28%)
Updated
May 9 closing price
Net Assets
359.77M
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PEMGX vs PMVRX

Header iconPEMGX vs PMVRX Comparison
Open Charts PEMGX vs PMVRXBanner chart's image
Principal MidCap A
Price$43.32
Change-$0.09 (-0.21%)
VolumeN/A
Net Assets30.38B
Putnam Sustainable Future R
Price$17.53
Change-$0.05 (-0.28%)
VolumeN/A
Net Assets359.77M
PEMGX vs PMVRX Comparison Chart
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PEMGX vs. PMVRX commentary
May 12, 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: 30.4B vs. PMVRX (360M). 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 : 8.44 vs. PMVRX (-13.05). PEMGX return over 5 years is better than : 64.53 vs. PMVRX (-1.35).
PEMGXPMVRXPEMGX / PMVRX
Total Expense Ratio0.911.3070%
Annual Report Gross Expense Ratio0.911.3070%
Fund Existence20 years22 years-
Gain YTD1.642-6.056-27%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.4B360M8,444%
Annual Yield % from dividends0.000.00-
Returns for 1 year8.44-13.05-65%
Returns for 3 years41.0218.93217%
Returns for 5 years64.53-1.35-4,778%
Returns for 10 years89.70-8.82-1,017%
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