PMBPX
Price
$44.27
Change
-$0.76 (-1.69%)
Updated
Feb 21 closing price
Net Assets
29.57B
WMGAX
Price
$25.06
Change
-$0.67 (-2.60%)
Updated
Feb 21 closing price
Net Assets
5.67B
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PMBPX vs WMGAX

Header iconPMBPX vs WMGAX Comparison
Open Charts PMBPX vs WMGAXBanner chart's image
Principal MidCap R5
Price$44.27
Change-$0.76 (-1.69%)
VolumeN/A
Net Assets29.57B
Macquarie Mid Cap Growth A
Price$25.06
Change-$0.67 (-2.60%)
VolumeN/A
Net Assets5.67B
PMBPX vs WMGAX Comparison Chart
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PMBPX vs. WMGAX 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 PMBPX is a StrongBuy and WMGAX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.6B vs. WMGAX (5.67B). PMBPX (0.00) and WMGAX (0.00) have matching dividends . PMBPX was incepted earlier than WMGAX: PMBPX (24 years) vs WMGAX (25 years). WMGAX is a more actively managed with annual turnover of: 23.00 vs. PMBPX (10.10). PMBPX has a lower initial minimum investment than WMGAX: PMBPX (0) vs WMGAX (1000). PMBPX annual gain was more profitable for investors over the last year : 12.43 vs. WMGAX (-7.94). PMBPX return over 5 years is better than : 35.10 vs. WMGAX (-13.02).
PMBPXWMGAXPMBPX / WMGAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence24 years25 years-
Gain YTD1.864-0.239-780%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets29.6B5.67B522%
Annual Yield % from dividends0.000.00-
Returns for 1 year12.43-7.94-157%
Returns for 3 years27.85-18.72-149%
Returns for 5 years35.10-13.02-270%
Returns for 10 years92.307.321,260%
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