PMBPX
Price
$40.41
Change
-$4.79 (-10.60%)
Updated
Feb 3 closing price
Net Assets
30.27B
PMVYX
Price
$17.77
Change
-$3.91 (-18.04%)
Updated
Feb 3 closing price
Net Assets
340.64M
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PMBPX vs PMVYX

Header iconPMBPX vs PMVYX Comparison
Open Charts PMBPX vs PMVYXBanner chart's image
Principal MidCap R5
Price$40.41
Change-$4.79 (-10.60%)
VolumeN/A
Net Assets30.27B
Putnam Sustainable Future Y
Price$17.77
Change-$3.91 (-18.04%)
VolumeN/A
Net Assets340.64M
PMBPX vs PMVYX Comparison Chart in %
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PMBPX vs. PMVYX commentary
Feb 04, 2026

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 PMBPX is a Hold and PMVYX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.3B vs. PMVYX (341M). PMBPX (0.00) and PMVYX (0.00) have matching dividends . PMBPX was incepted earlier than PMVYX: PMBPX (25 years) vs PMVYX (24 years). PMBPX (0.83) is less costly to investors than PMVYX (0.77). PMVYX is a more actively managed with annual turnover of: 80.00 vs. PMBPX (13.70). PMBPX (0) and PMVYX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : -11.17 vs. PMVYX (-18.19). PMBPX return over 5 years is better than : 12.76 vs. PMVYX (-33.57).
PMBPXPMVYXPMBPX / PMVYX
Total Expense Ratio0.830.77108%
Annual Report Gross Expense Ratio0.830.77108%
Fund Existence25 years24 years-
Gain YTD-2.931-3.68680%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets30.3B341M8,886%
Annual Yield % from dividends0.000.00-
Returns for 1 year-11.17-18.1961%
Returns for 3 years21.005.40389%
Returns for 5 years12.76-33.57-38%
Returns for 10 years119.3913.45888%
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