PEMGX
Price
$43.95
Change
+$0.39 (+0.90%)
Updated
Oct 20 closing price
Net Assets
31.93B
PMVAX
Price
$21.20
Change
+$0.17 (+0.81%)
Updated
Oct 20 closing price
Net Assets
377.88M
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PEMGX vs PMVAX

Header iconPEMGX vs PMVAX Comparison
Open Charts PEMGX vs PMVAXBanner chart's image
Principal MidCap A
Price$43.95
Change+$0.39 (+0.90%)
VolumeN/A
Net Assets31.93B
Putnam Sustainable Future A
Price$21.20
Change+$0.17 (+0.81%)
VolumeN/A
Net Assets377.88M
PEMGX vs PMVAX Comparison Chart in %
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PEMGX vs. PMVAX commentary
Oct 21, 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 PMVAX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.9B vs. PMVAX (378M). 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). PEMGX annual gain was more profitable for investors over the last year : -3.03 vs. PMVAX (-7.72). PEMGX return over 5 years is better than : 35.03 vs. PMVAX (-16.22).
PEMGXPMVAXPEMGX / PMVAX
Total Expense Ratio0.911.0289%
Annual Report Gross Expense Ratio0.911.0289%
Fund Existence20 years26 years-
Gain YTD2.2065.36141%
Front Load6%6%96%
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets31.9B378M8,439%
Annual Yield % from dividends0.000.00-
Returns for 1 year-3.03-7.7239%
Returns for 3 years48.5740.95119%
Returns for 5 years35.03-16.22-216%
Returns for 10 years99.1812.95766%
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