PMBJX
Price
$39.61
Change
-$1.63 (-3.95%)
Updated
Apr 3 closing price
Net Assets
29.76B
WAUSX
Price
$13.36
Change
-$0.78 (-5.52%)
Updated
Apr 3 closing price
Net Assets
29.61M
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PMBJX vs WAUSX

Header iconPMBJX vs WAUSX Comparison
Open Charts PMBJX vs WAUSXBanner chart's image
Principal MidCap J
Price$39.61
Change-$1.63 (-3.95%)
VolumeN/A
Net Assets29.76B
Wasatch US Select Investor
Price$13.36
Change-$0.78 (-5.52%)
VolumeN/A
Net Assets29.61M
PMBJX vs WAUSX Comparison Chart
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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 29.8B vs. WAUSX (29.6M). PMBJX pays higher dividends than WAUSX: PMBJX (0.06) vs WAUSX (0.00). PMBJX was incepted earlier than WAUSX: PMBJX (24 years) vs WAUSX (3 years). WAUSX (1.75) is less costly to investors than PMBJX (0.82). WAUSX is a more actively managed with annual turnover of: 31.00 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 : 7.38 vs. WAUSX (-3.15).
PMBJXWAUSXPMBJX / WAUSX
Total Expense Ratio0.821.0181%
Annual Report Gross Expense Ratio0.821.7547%
Fund Existence24 years3 years-
Gain YTD1.054-5.037-21%
Front LoadN/AN/A-
Min. Initial Investment1000200050%
Min. Initial Investment IRAN/AN/A-
Net Assets29.8B29.6M100,676%
Annual Yield % from dividends0.060.00-
Returns for 1 year7.38-3.15-234%
Returns for 3 years19.16N/A-
Returns for 5 years101.69N/A-
Returns for 10 years85.58N/A-
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