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PEMGX
Price
$45.16
Change
-$0.64 (-1.40%)
Updated
Nov 15 closing price
WMGRX
Price
$25.70
Change
-$0.63 (-2.39%)
Updated
Nov 15 closing price
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PEMGX vs WMGRX

Header iconPEMGX vs WMGRX Comparison
Open Charts PEMGX vs WMGRXBanner chart's image
Principal MidCap A
Price$45.16
Change-$0.64 (-1.40%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Mid Cap Growth R
Price$25.70
Change-$0.63 (-2.39%)
VolumeN/A
CapitalizationN/A
PEMGX vs WMGRX Comparison Chart
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VS
PEMGX vs. WMGRX commentary
Nov 18, 2024

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 WMGRX is a Sell.

FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.3B vs. WMGRX (6.32B). PEMGX (0.00) and WMGRX (0.00) have matching dividends . PEMGX was incepted earlier than WMGRX: PEMGX (19 years) vs WMGRX (19 years). WMGRX is a more actively managed with annual turnover of: 23.00 vs. PEMGX (10.10). WMGRX has a lower initial minimum investment than PEMGX: WMGRX (0) vs PEMGX (1000). PEMGX annual gain was more profitable for investors over the last year : 28.88 vs. WMGRX (9.55). PEMGX return over 5 years is better than : 47.78 vs. WMGRX (-5.24).
PEMGXWMGRXPEMGX / WMGRX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence19 years19 years-
Gain YTD22.9853.964580%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets29.3B6.32B463%
Annual Yield % from dividends0.000.00-
Returns for 1 year28.889.55302%
Returns for 3 years2.40-40.01-6%
Returns for 5 years47.78-5.24-913%
Returns for 10 years102.985.371,917%
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