PMBCX
Price
$34.60
Change
-$0.01 (-0.03%)
Updated
Nov 19 closing price
Net Assets
30.83B
WMGYX
Price
$27.25
Change
+$0.11 (+0.41%)
Updated
Nov 19 closing price
Net Assets
3.94B
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PMBCX vs WMGYX

Header iconPMBCX vs WMGYX Comparison
Open Charts PMBCX vs WMGYXBanner chart's image
Principal MidCap C
Price$34.60
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets30.83B
Macquarie Mid Cap Growth Y
Price$27.25
Change+$0.11 (+0.41%)
VolumeN/A
Net Assets3.94B
PMBCX vs WMGYX Comparison Chart in %
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PMBCX vs. WMGYX 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 PMBCX is a Hold and WMGYX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 30.8B vs. WMGYX (3.94B). PMBCX (0.00) and WMGYX (0.00) have matching dividends . PMBCX was incepted earlier than WMGYX: PMBCX (19 years) vs WMGYX (25 years). PMBCX (1.75) is less costly to investors than WMGYX (1.20). WMGYX is a more actively managed with annual turnover of: 42.00 vs. PMBCX (10.50). WMGYX has a lower initial minimum investment than PMBCX: WMGYX (0) vs PMBCX (1000). PMBCX annual gain was more profitable for investors over the last year : -7.81 vs. WMGYX (-8.37). PMBCX return over 5 years is better than : 16.97 vs. WMGYX (-30.86).
PMBCXWMGYXPMBCX / WMGYX
Total Expense Ratio1.751.04168%
Annual Report Gross Expense Ratio1.751.20146%
Fund Existence19 years25 years-
Gain YTD-1.3960.110-1,267%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.8B3.94B782%
Annual Yield % from dividends0.000.00-
Returns for 1 year-7.81-8.3793%
Returns for 3 years26.92-4.52-595%
Returns for 5 years16.97-30.86-55%
Returns for 10 years65.6021.81301%
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