PMBJX
Price
$41.58
Change
-$0.71 (-1.68%)
Updated
Feb 21 closing price
Net Assets
29.57B
WMGAX
Price
$25.06
Change
-$0.67 (-2.60%)
Updated
Feb 21 closing price
Net Assets
5.67B
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PMBJX vs WMGAX

Header iconPMBJX vs WMGAX Comparison
Open Charts PMBJX vs WMGAXBanner chart's image
Principal MidCap J
Price$41.58
Change-$0.71 (-1.68%)
VolumeN/A
Net Assets29.57B
Macquarie Mid Cap Growth A
Price$25.06
Change-$0.67 (-2.60%)
VolumeN/A
Net Assets5.67B
PMBJX vs WMGAX Comparison Chart
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PMBJX vs. WMGAX commentary
Feb 23, 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 PMBJX is a StrongBuy and WMGAX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 29.6B vs. WMGAX (5.67B). PMBJX (0.00) and WMGAX (0.00) have matching dividends . PMBJX was incepted earlier than WMGAX: PMBJX (24 years) vs WMGAX (25 years). WMGAX is a more actively managed with annual turnover of: 23.00 vs. PMBJX (10.10). PMBJX (1000) and WMGAX (1000) have matching initial minimum investment requirements. PMBJX annual gain was more profitable for investors over the last year : 12.32 vs. WMGAX (-7.94). PMBJX return over 5 years is better than : 34.04 vs. WMGAX (-13.02).
PMBJXWMGAXPMBJX / WMGAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence24 years25 years-
Gain YTD1.887-0.239-790%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets29.6B5.67B522%
Annual Yield % from dividends0.000.00-
Returns for 1 year12.32-7.94-155%
Returns for 3 years27.43-18.72-147%
Returns for 5 years34.04-13.02-261%
Returns for 10 years88.557.321,209%
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