PEMGX
Price
$41.11
Change
+$2.98 (+7.82%)
Updated
Apr 9 closing price
Net Assets
26.39B
PMVYX
Price
$17.71
Change
+$1.61 (+10.00%)
Updated
Apr 9 closing price
Net Assets
306.06M
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PEMGX vs PMVYX

Header iconPEMGX vs PMVYX Comparison
Open Charts PEMGX vs PMVYXBanner chart's image
Principal MidCap A
Price$41.11
Change+$2.98 (+7.82%)
VolumeN/A
Net Assets26.39B
Putnam Sustainable Future Y
Price$17.71
Change+$1.61 (+10.00%)
VolumeN/A
Net Assets306.06M
PEMGX vs PMVYX Comparison Chart
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PEMGX vs. PMVYX commentary
Apr 11, 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: 26.4B vs. PMVYX (306M). PEMGX (0.00) and PMVYX (0.00) have matching dividends . PEMGX was incepted earlier than PMVYX: PEMGX (20 years) vs PMVYX (23 years). PEMGX (0.95) 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 : -4.84 vs. PMVYX (-26.05). PEMGX return over 5 years is better than : 51.97 vs. PMVYX (-1.59).
PEMGXPMVYXPEMGX / PMVYX
Total Expense Ratio0.950.80119%
Annual Report Gross Expense Ratio0.950.80119%
Fund Existence20 years23 years-
Gain YTD-10.535-21.04050%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets26.4B306M8,627%
Annual Yield % from dividends0.000.00-
Returns for 1 year-4.84-26.0519%
Returns for 3 years7.96-16.28-49%
Returns for 5 years51.97-1.59-3,270%
Returns for 10 years64.11-18.75-342%
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