PEMGX
Price
$45.60
Change
+$0.47 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
PMVRX
Price
$19.23
Change
+$0.28 (+1.48%)
Updated
Jul 3 closing price
Net Assets
386.94M
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PEMGX vs PMVRX

Header iconPEMGX vs PMVRX Comparison
Open Charts PEMGX vs PMVRXBanner chart's image
Principal MidCap A
Price$45.60
Change+$0.47 (+1.04%)
VolumeN/A
Net Assets32.28B
Putnam Sustainable Future R
Price$19.23
Change+$0.28 (+1.48%)
VolumeN/A
Net Assets386.94M
PEMGX vs PMVRX Comparison Chart in %
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PEMGX vs. PMVRX commentary
Jul 07, 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 StrongBuy and PMVRX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.3B vs. PMVRX (387M). PEMGX (0.00) and PMVRX (0.00) have matching dividends . PEMGX was incepted earlier than PMVRX: PEMGX (20 years) vs PMVRX (22 years). PMVRX (1.30) is less costly to investors than PEMGX (0.91). PMVRX is a more actively managed with annual turnover of: 43.00 vs. PEMGX (10.50). PMVRX has a lower initial minimum investment than PEMGX: PMVRX (0) vs PEMGX (1000). PEMGX annual gain was more profitable for investors over the last year : 15.24 vs. PMVRX (-5.78). PEMGX return over 5 years is better than : 58.39 vs. PMVRX (-3.61).
PEMGXPMVRXPEMGX / PMVRX
Total Expense Ratio0.911.3070%
Annual Report Gross Expense Ratio0.911.3070%
Fund Existence20 years22 years-
Gain YTD6.9923.055229%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B387M8,346%
Annual Yield % from dividends0.000.00-
Returns for 1 year15.24-5.78-264%
Returns for 3 years51.7031.53164%
Returns for 5 years58.39-3.61-1,618%
Returns for 10 years101.090.9011,269%
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