PEMGX
Price
$41.27
Change
-$2.06 (-4.75%)
Updated
Dec 11 closing price
Net Assets
31.27B
PMVAX
Price
$21.21
Change
+$0.22 (+1.05%)
Updated
Dec 11 closing price
Net Assets
371.93M
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PEMGX vs PMVAX

Header iconPEMGX vs PMVAX Comparison
Open Charts PEMGX vs PMVAXBanner chart's image
Principal MidCap A
Price$41.27
Change-$2.06 (-4.75%)
VolumeN/A
Net Assets31.27B
Putnam Sustainable Future A
Price$21.21
Change+$0.22 (+1.05%)
VolumeN/A
Net Assets371.93M
PEMGX vs PMVAX Comparison Chart in %
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PEMGX vs. PMVAX commentary
Dec 13, 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 PMVAX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.3B vs. PMVAX (372M). PEMGX (0.00) and PMVAX (0.00) have matching dividends . PEMGX was incepted earlier than PMVAX: PEMGX (20 years) vs PMVAX (26 years). PMVAX (1.02) is less costly to investors than PEMGX (0.91). PMVAX is a more actively managed with annual turnover of: 80.00 vs. PEMGX (10.50). PMVAX (6%) and PEMGX (6%) have equivalent initial investment costs. PMVAX has a lower initial minimum investment than PEMGX: PMVAX (0) vs PEMGX (1000). PMVAX annual gain was more profitable for investors over the last year : -0.05 vs. PEMGX (-11.11). PEMGX return over 5 years is better than : 20.99 vs. PMVAX (-11.92).
PEMGXPMVAXPEMGX / PMVAX
Total Expense Ratio0.911.0289%
Annual Report Gross Expense Ratio0.911.0289%
Fund Existence20 years26 years-
Gain YTD-3.1686.263-51%
Front Load6%6%96%
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets31.3B372M8,414%
Annual Yield % from dividends0.000.00-
Returns for 1 year-11.11-0.0523,582%
Returns for 3 years28.6133.8285%
Returns for 5 years20.99-11.92-176%
Returns for 10 years92.8428.31328%
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