PMBPX
Price
$45.36
Change
+$0.40 (+0.89%)
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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PMBPX vs WAUSX

Header iconPMBPX vs WAUSX Comparison
Open Charts PMBPX vs WAUSXBanner chart's image
Principal MidCap R5
Price$45.36
Change+$0.40 (+0.89%)
VolumeN/A
Net Assets30.94B
Wasatch US Select Investor
Price$14.89
Change+$0.09 (+0.61%)
VolumeN/A
Net Assets29.88M
PMBPX vs WAUSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.9B vs. WAUSX (29.9M). PMBPX pays higher dividends than WAUSX: PMBPX (0.01) vs WAUSX (0.00). PMBPX was incepted earlier than WAUSX: PMBPX (25 years) vs WAUSX (3 years). WAUSX (1.75) is less costly to investors than PMBPX (0.83). WAUSX is a more actively managed with annual turnover of: 31.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than WAUSX: PMBPX (0) vs WAUSX (2000). PMBPX annual gain was more profitable for investors over the last year : 11.82 vs. WAUSX (5.56).
PMBPXWAUSXPMBPX / WAUSX
Total Expense Ratio0.831.0182%
Annual Report Gross Expense Ratio0.831.7547%
Fund Existence25 years3 years-
Gain YTD3.451-0.604-571%
Front LoadN/AN/A-
Min. Initial Investment02000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.9B29.9M103,344%
Annual Yield % from dividends0.010.00-
Returns for 1 year11.825.56212%
Returns for 3 years45.7539.62115%
Returns for 5 years59.73N/A-
Returns for 10 years99.17N/A-
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