PEMGX
Price
$43.82
Change
+$0.07 (+0.16%)
Updated
Nov 12 closing price
Net Assets
31.95B
PMVAX
Price
$20.79
Change
+$0.08 (+0.39%)
Updated
Nov 12 closing price
Net Assets
369.74M
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PEMGX vs PMVAX

Header iconPEMGX vs PMVAX Comparison
Open Charts PEMGX vs PMVAXBanner chart's image
Principal MidCap A
Price$43.82
Change+$0.07 (+0.16%)
VolumeN/A
Net Assets31.95B
Putnam Sustainable Future A
Price$20.79
Change+$0.08 (+0.39%)
VolumeN/A
Net Assets369.74M
PEMGX vs PMVAX Comparison Chart in %
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PEMGX vs. PMVAX commentary
Nov 14, 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: 32B vs. PMVAX (370M). 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 : -5.01 vs. PMVAX (-10.43). PEMGX return over 5 years is better than : 30.49 vs. PMVAX (-17.53).
PEMGXPMVAXPEMGX / PMVAX
Total Expense Ratio0.911.0289%
Annual Report Gross Expense Ratio0.911.0289%
Fund Existence20 years26 years-
Gain YTD2.8164.15868%
Front Load6%6%96%
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets32B370M8,649%
Annual Yield % from dividends0.000.00-
Returns for 1 year-5.01-10.4348%
Returns for 3 years34.1728.73119%
Returns for 5 years30.49-17.53-174%
Returns for 10 years103.5215.05688%
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