PEMGX
Price
$42.31
Change
-$0.02 (-0.05%)
Updated
Nov 19 closing price
Net Assets
30.83B
WMGAX
Price
$25.15
Change
+$0.10 (+0.40%)
Updated
Nov 19 closing price
Net Assets
3.94B
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PEMGX vs WMGAX

Header iconPEMGX vs WMGAX Comparison
Open Charts PEMGX vs WMGAXBanner chart's image
Principal MidCap A
Price$42.31
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets30.83B
Macquarie Mid Cap Growth A
Price$25.15
Change+$0.10 (+0.40%)
VolumeN/A
Net Assets3.94B
PEMGX vs WMGAX Comparison Chart in %
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PEMGX vs. WMGAX commentary
Nov 20, 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 WMGAX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.8B vs. WMGAX (3.94B). PEMGX (0.00) and WMGAX (0.00) have matching dividends . PEMGX was incepted earlier than WMGAX: PEMGX (20 years) vs WMGAX (25 years). WMGAX (1.20) is less costly to investors than PEMGX (0.91). WMGAX is a more actively managed with annual turnover of: 42.00 vs. PEMGX (10.50). WMGAX (6%) and PEMGX (6%) have equivalent initial investment costs. PEMGX (1000) and WMGAX (1000) have matching initial minimum investment requirements. PEMGX annual gain was more profitable for investors over the last year : -6.45 vs. WMGAX (-8.81). PEMGX return over 5 years is better than : 25.57 vs. WMGAX (-32.86).
PEMGXWMGAXPEMGX / WMGAX
Total Expense Ratio0.911.0488%
Annual Report Gross Expense Ratio0.911.2076%
Fund Existence20 years25 years-
Gain YTD-0.6800.119-570%
Front Load6%6%96%
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets30.8B3.94B782%
Annual Yield % from dividends0.000.00-
Returns for 1 year-6.45-8.8173%
Returns for 3 years32.28-6.09-530%
Returns for 5 years25.57-32.86-78%
Returns for 10 years89.6716.44546%
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