PEMGX
Price
$45.60
Change
+$0.47 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
PMVYX
Price
$21.07
Change
+$0.32 (+1.54%)
Updated
Jul 3 closing price
Net Assets
386.94M
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PEMGX vs PMVYX

Header iconPEMGX vs PMVYX Comparison
Open Charts PEMGX vs PMVYXBanner chart's image
Principal MidCap A
Price$45.60
Change+$0.47 (+1.04%)
VolumeN/A
Net Assets32.28B
Putnam Sustainable Future Y
Price$21.07
Change+$0.32 (+1.54%)
VolumeN/A
Net Assets386.94M
PEMGX vs PMVYX Comparison Chart in %
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PEMGX vs. PMVYX 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 PMVYX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.3B vs. PMVYX (387M). PEMGX (0.00) and PMVYX (0.00) have matching dividends . PEMGX was incepted earlier than PMVYX: PEMGX (20 years) vs PMVYX (23 years). PEMGX (0.91) is less costly to investors than PMVYX (0.80). PMVYX is a more actively managed with annual turnover of: 43.00 vs. PEMGX (10.50). PMVYX has a lower initial minimum investment than PEMGX: PMVYX (0) vs PEMGX (1000). PEMGX annual gain was more profitable for investors over the last year : 15.24 vs. PMVYX (-4.40). PEMGX return over 5 years is better than : 58.39 vs. PMVYX (1.15).
PEMGXPMVYXPEMGX / PMVYX
Total Expense Ratio0.910.80114%
Annual Report Gross Expense Ratio0.910.80114%
Fund Existence20 years23 years-
Gain YTD6.9923.335210%
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 year15.24-4.40-346%
Returns for 3 years51.7034.80149%
Returns for 5 years58.391.155,068%
Returns for 10 years101.099.341,082%
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