PMBPX
Price
$42.14
Change
+$0.56 (+1.35%)
Updated
Apr 23 closing price
Net Assets
28.46B
WGUSX
Price
$13.48
Change
+$0.32 (+2.43%)
Updated
Apr 23 closing price
Net Assets
26.87M
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PMBPX vs WGUSX

Header iconPMBPX vs WGUSX Comparison
Open Charts PMBPX vs WGUSXBanner chart's image
Principal MidCap R5
Price$42.14
Change+$0.56 (+1.35%)
VolumeN/A
Net Assets28.46B
Wasatch US Select Inst
Price$13.48
Change+$0.32 (+2.43%)
VolumeN/A
Net Assets26.87M
PMBPX vs WGUSX Comparison Chart
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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 28.5B vs. WGUSX (26.9M). PMBPX pays higher dividends than WGUSX: PMBPX (0.01) vs WGUSX (0.00). PMBPX was incepted earlier than WGUSX: PMBPX (24 years) vs WGUSX (3 years). WGUSX (1.26) is less costly to investors than PMBPX (0.84). WGUSX is a more actively managed with annual turnover of: 31.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than WGUSX: PMBPX (0) vs WGUSX (100000). PMBPX annual gain was more profitable for investors over the last year : 5.76 vs. WGUSX (-7.58).
PMBPXWGUSXPMBPX / WGUSX
Total Expense Ratio0.840.8698%
Annual Report Gross Expense Ratio0.841.2667%
Fund Existence24 years3 years-
Gain YTD-4.326-11.85536%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets28.5B26.9M105,948%
Annual Yield % from dividends0.010.00-
Returns for 1 year5.76-7.58-76%
Returns for 3 years21.34N/A-
Returns for 5 years65.80N/A-
Returns for 10 years78.76N/A-
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