PMBCX
Price
$34.61
Change
-$0.01 (-0.03%)
Updated
Nov 18 closing price
Net Assets
30.87B
WMGRX
Price
$23.32
Change
+$0.02 (+0.09%)
Updated
Nov 18 closing price
Net Assets
3.94B
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PMBCX vs WMGRX

Header iconPMBCX vs WMGRX Comparison
Open Charts PMBCX vs WMGRXBanner chart's image
Principal MidCap C
Price$34.61
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets30.87B
Macquarie Mid Cap Growth R
Price$23.32
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets3.94B
PMBCX vs WMGRX Comparison Chart in %
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PMBCX vs. WMGRX commentary
Nov 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 PMBCX is a Hold and WMGRX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 30.9B vs. WMGRX (3.94B). PMBCX (0.00) and WMGRX (0.00) have matching dividends . PMBCX was incepted earlier than WMGRX: PMBCX (19 years) vs WMGRX (20 years). PMBCX (1.75) is less costly to investors than WMGRX (1.45). WMGRX is a more actively managed with annual turnover of: 42.00 vs. PMBCX (10.50). WMGRX has a lower initial minimum investment than PMBCX: WMGRX (0) vs PMBCX (1000). PMBCX annual gain was more profitable for investors over the last year : -7.85 vs. WMGRX (-9.54). PMBCX return over 5 years is better than : 16.14 vs. WMGRX (-35.42).
PMBCXWMGRXPMBCX / WMGRX
Total Expense Ratio1.751.29136%
Annual Report Gross Expense Ratio1.751.45121%
Fund Existence19 years20 years-
Gain YTD-1.368-0.469291%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.9B3.94B784%
Annual Yield % from dividends0.000.00-
Returns for 1 year-7.85-9.5482%
Returns for 3 years26.95-8.51-317%
Returns for 5 years16.14-35.42-46%
Returns for 10 years65.659.79670%
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