PEMGX
Price
$44.62
Change
+$0.03 (+0.07%)
Updated
Oct 8 closing price
Net Assets
32.88B
PMVYX
Price
$21.73
Change
+$0.30 (+1.40%)
Updated
Oct 8 closing price
Net Assets
378.21M
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PEMGX vs PMVYX

Header iconPEMGX vs PMVYX Comparison
Open Charts PEMGX vs PMVYXBanner chart's image
Principal MidCap A
Price$44.62
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets32.88B
Putnam Sustainable Future Y
Price$21.73
Change+$0.30 (+1.40%)
VolumeN/A
Net Assets378.21M
PEMGX vs PMVYX Comparison Chart in %
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PEMGX vs. PMVYX commentary
Oct 10, 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 Hold and PMVYX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.9B vs. PMVYX (378M). PEMGX (0.00) and PMVYX (0.00) have matching dividends . PEMGX was incepted earlier than PMVYX: PEMGX (20 years) vs PMVYX (24 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 : 2.44 vs. PMVYX (-4.98). PEMGX return over 5 years is better than : 37.88 vs. PMVYX (-13.70).
PEMGXPMVYXPEMGX / PMVYX
Total Expense Ratio0.910.80114%
Annual Report Gross Expense Ratio0.910.80114%
Fund Existence20 years24 years-
Gain YTD4.6226.57270%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.9B378M8,704%
Annual Yield % from dividends0.000.00-
Returns for 1 year2.44-4.98-49%
Returns for 3 years53.0241.84127%
Returns for 5 years37.88-13.70-276%
Returns for 10 years104.4516.48634%
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