PEMGX
Price
$43.51
Change
+$0.36 (+0.83%)
Updated
Dec 24 closing price
WMGYX
Price
$27.89
Change
+$0.17 (+0.61%)
Updated
Dec 24 closing price
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PEMGX vs WMGYX

Header iconPEMGX vs WMGYX Comparison
Open Charts PEMGX vs WMGYXBanner chart's image
Principal MidCap A
Price$43.51
Change+$0.36 (+0.83%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Mid Cap Growth Y
Price$27.89
Change+$0.17 (+0.61%)
VolumeN/A
CapitalizationN/A
PEMGX vs WMGYX Comparison Chart
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PEMGX vs. WMGYX commentary
Dec 25, 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 WMGYX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 28.9B vs. WMGYX (6.07B). PEMGX (0.00) and WMGYX (0.00) have matching dividends . PEMGX was incepted earlier than WMGYX: PEMGX (20 years) vs WMGYX (24 years). WMGYX is a more actively managed with annual turnover of: 23.00 vs. PEMGX (10.10). WMGYX has a lower initial minimum investment than PEMGX: WMGYX (0) vs PEMGX (1000). PEMGX annual gain was more profitable for investors over the last year : 17.99 vs. WMGYX (-2.26). PEMGX return over 5 years is better than : 43.98 vs. WMGYX (-3.75).
PEMGXWMGYXPEMGX / WMGYX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence20 years24 years-
Gain YTD17.511-2.291-764%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets28.9B6.07B476%
Annual Yield % from dividends0.000.00-
Returns for 1 year17.99-2.26-797%
Returns for 3 years8.34-30.79-27%
Returns for 5 years43.98-3.75-1,173%
Returns for 10 years98.5717.66558%
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