PMBJX
Price
$42.76
Change
+$0.02 (+0.05%)
Updated
Oct 8 closing price
Net Assets
32.87B
WAUSX
Price
$14.78
Change
+$0.25 (+1.72%)
Updated
Oct 8 closing price
Net Assets
20.14M
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PMBJX vs WAUSX

Header iconPMBJX vs WAUSX Comparison
Open Charts PMBJX vs WAUSXBanner chart's image
Principal MidCap J
Price$42.76
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets32.87B
Wasatch US Select Investor
Price$14.78
Change+$0.25 (+1.72%)
VolumeN/A
Net Assets20.14M
PMBJX vs WAUSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.9B vs. WAUSX (20.1M). PMBJX pays higher dividends than WAUSX: PMBJX (0.06) vs WAUSX (0.00). PMBJX was incepted earlier than WAUSX: PMBJX (25 years) vs WAUSX (3 years). WAUSX (1.75) is less costly to investors than PMBJX (0.78). WAUSX is a more actively managed with annual turnover of: 36.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than WAUSX: PMBJX (1000) vs WAUSX (2000). PMBJX annual gain was more profitable for investors over the last year : 2.46 vs. WAUSX (-4.97).
PMBJXWAUSXPMBJX / WAUSX
Total Expense Ratio0.781.0177%
Annual Report Gross Expense Ratio0.781.7545%
Fund Existence25 years3 years-
Gain YTD4.729-2.418-196%
Front LoadN/AN/A-
Min. Initial Investment1000200050%
Min. Initial Investment IRAN/AN/A-
Net Assets32.9B20.1M163,682%
Annual Yield % from dividends0.060.00-
Returns for 1 year2.46-4.97-49%
Returns for 3 years53.1246.47114%
Returns for 5 years37.82N/A-
Returns for 10 years103.90N/A-
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