PEMGX
Price
$43.82
Change
+$0.07 (+0.16%)
Updated
Nov 12 closing price
Net Assets
31.95B
PMVRX
Price
$19.40
Change
+$0.08 (+0.41%)
Updated
Nov 12 closing price
Net Assets
369.74M
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PEMGX vs PMVRX

Header iconPEMGX vs PMVRX Comparison
Open Charts PEMGX vs PMVRXBanner chart's image
Principal MidCap A
Price$43.82
Change+$0.07 (+0.16%)
VolumeN/A
Net Assets31.95B
Putnam Sustainable Future R
Price$19.40
Change+$0.08 (+0.41%)
VolumeN/A
Net Assets369.74M
PEMGX vs PMVRX Comparison Chart in %
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PEMGX vs. PMVRX 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 PMVRX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32B vs. PMVRX (370M). PEMGX (0.00) and PMVRX (0.00) have matching dividends . PEMGX was incepted earlier than PMVRX: PEMGX (20 years) vs PMVRX (23 years). PMVRX (1.27) is less costly to investors than PEMGX (0.91). PMVRX is a more actively managed with annual turnover of: 80.00 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 : -5.01 vs. PMVRX (-11.29). PEMGX return over 5 years is better than : 30.49 vs. PMVRX (-20.07).
PEMGXPMVRXPEMGX / PMVRX
Total Expense Ratio0.911.2772%
Annual Report Gross Expense Ratio0.911.2772%
Fund Existence20 years23 years-
Gain YTD2.8163.96671%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets32B370M8,649%
Annual Yield % from dividends0.000.00-
Returns for 1 year-5.01-11.2944%
Returns for 3 years34.1726.88127%
Returns for 5 years30.49-20.07-152%
Returns for 10 years103.529.251,119%
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