PEMGX
Price
$43.86
Change
+$0.02 (+0.05%)
Updated
Jun 5 closing price
Net Assets
30.93B
PMVYX
Price
$20.47
Change
-$0.01 (-0.05%)
Updated
Jun 5 closing price
Net Assets
380.59M
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PEMGX vs PMVYX

Header iconPEMGX vs PMVYX Comparison
Open Charts PEMGX vs PMVYXBanner chart's image
Principal MidCap A
Price$43.86
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets30.93B
Putnam Sustainable Future Y
Price$20.47
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets380.59M
PEMGX vs PMVYX Comparison Chart
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PEMGX vs. PMVYX commentary
Jun 07, 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 PMVYX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.9B vs. PMVYX (381M). PEMGX (0.00) and PMVYX (0.00) have matching dividends . PEMGX was incepted earlier than PMVYX: PEMGX (20 years) vs PMVYX (23 years). PEMGX (0.91) is less costly to investors than PMVYX (0.80). PMVYX is a more actively managed with annual turnover of: 43.00 vs. PEMGX (10.50). PMVYX has a lower initial minimum investment than PEMGX: PMVYX (0) vs PEMGX (1000). PEMGX annual gain was more profitable for investors over the last year : 10.34 vs. PMVYX (-7.50). PEMGX return over 5 years is better than : 44.97 vs. PMVYX (1.49).
PEMGXPMVYXPEMGX / PMVYX
Total Expense Ratio0.910.80114%
Annual Report Gross Expense Ratio0.910.80114%
Fund Existence20 years23 years-
Gain YTD2.8630.441649%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.9B381M8,110%
Annual Yield % from dividends0.000.00-
Returns for 1 year10.34-7.50-138%
Returns for 3 years34.7321.98158%
Returns for 5 years44.971.493,025%
Returns for 10 years92.315.911,562%
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