PEMGX
Price
$43.56
Change
+$0.21 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.76B
PMVRX
Price
$19.63
Change
-$0.02 (-0.10%)
Updated
Oct 17 closing price
Net Assets
378.38M
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PEMGX vs PMVRX

Header iconPEMGX vs PMVRX Comparison
Open Charts PEMGX vs PMVRXBanner chart's image
Principal MidCap A
Price$43.56
Change+$0.21 (+0.48%)
VolumeN/A
Net Assets31.76B
Putnam Sustainable Future R
Price$19.63
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets378.38M
PEMGX vs PMVRX Comparison Chart in %
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PEMGX vs. PMVRX commentary
Oct 19, 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: 31.8B vs. PMVRX (378M). 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 : -3.03 vs. PMVRX (-8.61). PEMGX return over 5 years is better than : 35.03 vs. PMVRX (-18.78).
PEMGXPMVRXPEMGX / PMVRX
Total Expense Ratio0.911.2772%
Annual Report Gross Expense Ratio0.911.2772%
Fund Existence20 years23 years-
Gain YTD2.2065.19842%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets31.8B378M8,413%
Annual Yield % from dividends0.000.00-
Returns for 1 year-3.03-8.6135%
Returns for 3 years48.5738.92125%
Returns for 5 years35.03-18.78-186%
Returns for 10 years99.187.271,364%
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