PEMGX
Price
$43.56
Change
+$0.21 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.76B
PMVYX
Price
$21.53
Change
-$0.02 (-0.09%)
Updated
Oct 17 closing price
Net Assets
378.38M
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PEMGX vs PMVYX

Header iconPEMGX vs PMVYX Comparison
Open Charts PEMGX vs PMVYXBanner chart's image
Principal MidCap A
Price$43.56
Change+$0.21 (+0.48%)
VolumeN/A
Net Assets31.76B
Putnam Sustainable Future Y
Price$21.53
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets378.38M
PEMGX vs PMVYX Comparison Chart in %
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PEMGX vs. PMVYX 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 PMVYX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.8B vs. PMVYX (378M). 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 : -3.03 vs. PMVYX (-7.28). PEMGX return over 5 years is better than : 35.03 vs. PMVYX (-14.77).
PEMGXPMVYXPEMGX / PMVYX
Total Expense Ratio0.910.77118%
Annual Report Gross Expense Ratio0.910.77118%
Fund Existence20 years24 years-
Gain YTD2.2065.59139%
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-3.03-7.2842%
Returns for 3 years48.5742.39115%
Returns for 5 years35.03-14.77-237%
Returns for 10 years99.1816.19613%
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