PMBMX
Price
$41.59
Change
-$0.71 (-1.68%)
Updated
Feb 21 closing price
Net Assets
29.57B
WMGRX
Price
$23.37
Change
-$0.63 (-2.62%)
Updated
Feb 21 closing price
Net Assets
5.67B
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PMBMX vs WMGRX

Header iconPMBMX vs WMGRX Comparison
Open Charts PMBMX vs WMGRXBanner chart's image
Principal MidCap R3
Price$41.59
Change-$0.71 (-1.68%)
VolumeN/A
Net Assets29.57B
Macquarie Mid Cap Growth R
Price$23.37
Change-$0.63 (-2.62%)
VolumeN/A
Net Assets5.67B
PMBMX vs WMGRX Comparison Chart
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PMBMX vs. WMGRX 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 PMBMX is a StrongBuy and WMGRX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 29.6B vs. WMGRX (5.67B). PMBMX (0.00) and WMGRX (0.00) have matching dividends . PMBMX was incepted earlier than WMGRX: PMBMX (24 years) vs WMGRX (19 years). WMGRX is a more actively managed with annual turnover of: 23.00 vs. PMBMX (10.10). PMBMX (0) and WMGRX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : 11.86 vs. WMGRX (-8.57). PMBMX return over 5 years is better than : 31.77 vs. WMGRX (-16.12).
PMBMXWMGRXPMBMX / WMGRX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence24 years19 years-
Gain YTD1.812-0.256-707%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets29.6B5.67B522%
Annual Yield % from dividends0.000.00-
Returns for 1 year11.86-8.57-138%
Returns for 3 years26.06-20.54-127%
Returns for 5 years31.77-16.12-197%
Returns for 10 years83.181.565,316%
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