PMBMX
Price
$42.57
Change
+$0.37 (+0.88%)
Updated
Jun 26 closing price
Net Assets
30.94B
WAUSX
Price
$14.89
Change
+$0.09 (+0.61%)
Updated
Jun 26 closing price
Net Assets
29.88M
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PMBMX vs WAUSX

Header iconPMBMX vs WAUSX Comparison
Open Charts PMBMX vs WAUSXBanner chart's image
Principal MidCap R3
Price$42.57
Change+$0.37 (+0.88%)
VolumeN/A
Net Assets30.94B
Wasatch US Select Investor
Price$14.89
Change+$0.09 (+0.61%)
VolumeN/A
Net Assets29.88M
PMBMX vs WAUSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.9B vs. WAUSX (29.9M). 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 : 11.28 vs. WAUSX (5.56).
PMBMXWAUSXPMBMX / WAUSX
Total Expense Ratio1.141.01113%
Annual Report Gross Expense Ratio1.141.7565%
Fund Existence25 years3 years-
Gain YTD3.305-0.604-547%
Front LoadN/AN/A-
Min. Initial Investment02000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.9B29.9M103,344%
Annual Yield % from dividends0.020.00-
Returns for 1 year11.285.56203%
Returns for 3 years43.7239.62110%
Returns for 5 years55.81N/A-
Returns for 10 years89.71N/A-
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