PEMGX
Price
$45.70
Change
+$0.26 (+0.57%)
Updated
Sep 18 closing price
Net Assets
33.2B
PMVYX
Price
$21.56
Change
+$0.25 (+1.17%)
Updated
Sep 18 closing price
Net Assets
382.23M
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PEMGX vs PMVYX

Header iconPEMGX vs PMVYX Comparison
Open Charts PEMGX vs PMVYXBanner chart's image
Principal MidCap A
Price$45.70
Change+$0.26 (+0.57%)
VolumeN/A
Net Assets33.2B
Putnam Sustainable Future Y
Price$21.56
Change+$0.25 (+1.17%)
VolumeN/A
Net Assets382.23M
PEMGX vs PMVYX Comparison Chart in %
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PEMGX vs. PMVYX commentary
Sep 19, 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 Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.2B vs. PMVYX (382M). 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: 80.00 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 : 5.90 vs. PMVYX (-4.91). PEMGX return over 5 years is better than : 47.10 vs. PMVYX (-7.63).
PEMGXPMVYXPEMGX / PMVYX
Total Expense Ratio0.910.80114%
Annual Report Gross Expense Ratio0.910.80114%
Fund Existence20 years23 years-
Gain YTD6.6174.512147%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B382M8,691%
Annual Yield % from dividends0.000.00-
Returns for 1 year5.90-4.91-120%
Returns for 3 years45.4129.86152%
Returns for 5 years47.10-7.63-617%
Returns for 10 years108.8315.98681%
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