PEMGX
Price
$45.52
Change
-$0.42 (-0.91%)
Updated
Aug 25 closing price
Net Assets
32.88B
PMVRX
Price
$19.06
Change
-$0.21 (-1.09%)
Updated
Aug 25 closing price
Net Assets
375.35M
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PEMGX vs PMVRX

Header iconPEMGX vs PMVRX Comparison
Open Charts PEMGX vs PMVRXBanner chart's image
Principal MidCap A
Price$45.52
Change-$0.42 (-0.91%)
VolumeN/A
Net Assets32.88B
Putnam Sustainable Future R
Price$19.06
Change-$0.21 (-1.09%)
VolumeN/A
Net Assets375.35M
PEMGX vs PMVRX Comparison Chart in %
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PEMGX vs. PMVRX commentary
Aug 27, 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: 32.9B vs. PMVRX (375M). 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 : 8.27 vs. PMVRX (-7.27). PEMGX return over 5 years is better than : 45.47 vs. PMVRX (-14.47).
PEMGXPMVRXPEMGX / PMVRX
Total Expense Ratio0.911.3070%
Annual Report Gross Expense Ratio0.911.3070%
Fund Existence20 years22 years-
Gain YTD7.7903.269238%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.9B375M8,773%
Annual Yield % from dividends0.000.00-
Returns for 1 year8.27-7.27-114%
Returns for 3 years41.9722.12190%
Returns for 5 years45.47-14.47-314%
Returns for 10 years108.173.632,983%
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