PEMGX
Price
$43.41
Change
+$0.36 (+0.84%)
Updated
May 8 closing price
Net Assets
30.17B
PMVYX
Price
$19.24
Change
+$0.20 (+1.05%)
Updated
May 8 closing price
Net Assets
357.64M
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PEMGX vs PMVYX

Header iconPEMGX vs PMVYX Comparison
Open Charts PEMGX vs PMVYXBanner chart's image
Principal MidCap A
Price$43.41
Change+$0.36 (+0.84%)
VolumeN/A
Net Assets30.17B
Putnam Sustainable Future Y
Price$19.24
Change+$0.20 (+1.05%)
VolumeN/A
Net Assets357.64M
PEMGX vs PMVYX Comparison Chart
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PEMGX vs. PMVYX commentary
May 09, 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: 30.2B vs. PMVYX (358M). 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 : 8.82 vs. PMVYX (-11.69). PEMGX return over 5 years is better than : 63.50 vs. PMVYX (2.75).
PEMGXPMVYXPEMGX / PMVYX
Total Expense Ratio0.910.80114%
Annual Report Gross Expense Ratio0.910.80114%
Fund Existence20 years23 years-
Gain YTD1.009-6.621-15%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.2B358M8,436%
Annual Yield % from dividends0.000.00-
Returns for 1 year8.82-11.69-75%
Returns for 3 years40.7821.82187%
Returns for 5 years63.502.752,307%
Returns for 10 years87.86-2.47-3,556%
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