PMBMX
Price
$42.27
Change
+$0.28 (+0.67%)
Updated
Jun 6 closing price
Net Assets
30.93B
WAUSX
Price
$14.83
Change
+$0.03 (+0.20%)
Updated
Jun 6 closing price
Net Assets
30.08M
Interact to see
Advertisement

PMBMX vs WAUSX

Header iconPMBMX vs WAUSX Comparison
Open Charts PMBMX vs WAUSXBanner chart's image
Principal MidCap R3
Price$42.27
Change+$0.28 (+0.67%)
VolumeN/A
Net Assets30.93B
Wasatch US Select Investor
Price$14.83
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets30.08M
PMBMX vs WAUSX Comparison Chart
Loading...
View a ticker or compare two or three
Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.9B vs. WAUSX (30.1M). PMBMX pays higher dividends than WAUSX: PMBMX (0.02) vs WAUSX (0.00). PMBMX was incepted earlier than WAUSX: PMBMX (25 years) vs WAUSX (3 years). WAUSX (1.75) is less costly to investors than PMBMX (1.14). WAUSX is a more actively managed with annual turnover of: 31.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than WAUSX: PMBMX (0) vs WAUSX (2000). PMBMX annual gain was more profitable for investors over the last year : 11.05 vs. WAUSX (4.30).
PMBMXWAUSXPMBMX / WAUSX
Total Expense Ratio1.141.01113%
Annual Report Gross Expense Ratio1.141.7565%
Fund Existence25 years3 years-
Gain YTD2.791-0.604-462%
Front LoadN/AN/A-
Min. Initial Investment02000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.9B30.1M102,658%
Annual Yield % from dividends0.020.00-
Returns for 1 year11.054.30257%
Returns for 3 years32.49N/A-
Returns for 5 years42.56N/A-
Returns for 10 years86.33N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
SDGCX85.43N/A
N/A
DWS Capital Growth C
ACSDX29.42N/A
N/A
Invesco Comstock Y
SLPAX13.36N/A
N/A
SEI Small Cap A (SIIT)
EIEAX36.18N/A
N/A
Eaton Vance Tax-Managed Eq Aset Allc I
RAAIX10.51N/A
N/A
Altegris/AACA Opportunistic Real Estt I