PMBJX
Price
$42.01
Change
+$0.01 (+0.02%)
Updated
Jun 5 closing price
Net Assets
30.93B
WGUSX
Price
$14.85
Change
-$0.04 (-0.27%)
Updated
Jun 5 closing price
Net Assets
30.08M
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PMBJX vs WGUSX

Header iconPMBJX vs WGUSX Comparison
Open Charts PMBJX vs WGUSXBanner chart's image
Principal MidCap J
Price$42.01
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets30.93B
Wasatch US Select Inst
Price$14.85
Change-$0.04 (-0.27%)
VolumeN/A
Net Assets30.08M
PMBJX vs WGUSX Comparison Chart
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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.9B vs. WGUSX (30.1M). PMBJX pays higher dividends than WGUSX: PMBJX (0.06) vs WGUSX (0.00). PMBJX was incepted earlier than WGUSX: PMBJX (24 years) vs WGUSX (3 years). WGUSX (1.26) is less costly to investors than PMBJX (0.78). WGUSX is a more actively managed with annual turnover of: 31.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than WGUSX: PMBJX (1000) vs WGUSX (100000). PMBJX annual gain was more profitable for investors over the last year : 10.36 vs. WGUSX (3.63).
PMBJXWGUSXPMBJX / WGUSX
Total Expense Ratio0.780.8691%
Annual Report Gross Expense Ratio0.781.2662%
Fund Existence24 years3 years-
Gain YTD2.916-0.536-544%
Front LoadN/AN/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets30.9B30.1M102,658%
Annual Yield % from dividends0.060.00-
Returns for 1 year10.363.63286%
Returns for 3 years34.83N/A-
Returns for 5 years44.91N/A-
Returns for 10 years91.75N/A-
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