PEMGX
Price
$43.13
Change
-$0.69 (-1.57%)
Updated
Nov 13 closing price
Net Assets
31.99B
PMVYX
Price
$20.88
Change
-$0.40 (-1.88%)
Updated
Nov 13 closing price
Net Assets
369.74M
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PEMGX vs PMVYX

Header iconPEMGX vs PMVYX Comparison
Open Charts PEMGX vs PMVYXBanner chart's image
Principal MidCap A
Price$43.13
Change-$0.69 (-1.57%)
VolumeN/A
Net Assets31.99B
Putnam Sustainable Future Y
Price$20.88
Change-$0.40 (-1.88%)
VolumeN/A
Net Assets369.74M
PEMGX vs PMVYX Comparison Chart in %
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PEMGX vs. PMVYX 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 PMVYX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32B vs. PMVYX (370M). PEMGX (0.00) and PMVYX (0.00) have matching dividends . PEMGX was incepted earlier than PMVYX: PEMGX (20 years) vs PMVYX (24 years). PEMGX (0.91) is less costly to investors than PMVYX (0.77). PMVYX is a more actively managed with annual turnover of: 80.00 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 : -5.01 vs. PMVYX (-10.02). PEMGX return over 5 years is better than : 30.49 vs. PMVYX (-16.15).
PEMGXPMVYXPEMGX / PMVYX
Total Expense Ratio0.910.77118%
Annual Report Gross Expense Ratio0.910.77118%
Fund Existence20 years24 years-
Gain YTD2.8164.36565%
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-5.01-10.0250%
Returns for 3 years34.1729.91114%
Returns for 5 years30.49-16.15-189%
Returns for 10 years103.5218.32565%
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