PEMGX
Price
$41.27
Change
-$2.06 (-4.75%)
Updated
Dec 11 closing price
Net Assets
31.27B
PMVYX
Price
$21.72
Change
+$0.23 (+1.07%)
Updated
Dec 11 closing price
Net Assets
371.93M
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PEMGX vs PMVYX

Header iconPEMGX vs PMVYX Comparison
Open Charts PEMGX vs PMVYXBanner chart's image
Principal MidCap A
Price$41.27
Change-$2.06 (-4.75%)
VolumeN/A
Net Assets31.27B
Putnam Sustainable Future Y
Price$21.72
Change+$0.23 (+1.07%)
VolumeN/A
Net Assets371.93M
PEMGX vs PMVYX Comparison Chart in %
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PEMGX vs. PMVYX commentary
Dec 13, 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 Hold and PMVYX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.3B vs. PMVYX (372M). 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). PMVYX annual gain was more profitable for investors over the last year : 0.18 vs. PEMGX (-11.11). PEMGX return over 5 years is better than : 20.99 vs. PMVYX (-10.47).
PEMGXPMVYXPEMGX / PMVYX
Total Expense Ratio0.910.77118%
Annual Report Gross Expense Ratio0.910.77118%
Fund Existence20 years24 years-
Gain YTD-3.1686.523-49%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets31.3B372M8,414%
Annual Yield % from dividends0.000.00-
Returns for 1 year-11.110.18-6,024%
Returns for 3 years28.6135.0782%
Returns for 5 years20.99-10.47-200%
Returns for 10 years92.8431.94291%
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