PMBPX
Price
$44.40
Change
+$0.07 (+0.16%)
Updated
Jun 18 closing price
Net Assets
30.52B
WMGAX
Price
$24.56
Change
+$0.04 (+0.16%)
Updated
Jun 18 closing price
Net Assets
4.86B
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PMBPX vs WMGAX

Header iconPMBPX vs WMGAX Comparison
Open Charts PMBPX vs WMGAXBanner chart's image
Principal MidCap R5
Price$44.40
Change+$0.07 (+0.16%)
VolumeN/A
Net Assets30.52B
Macquarie Mid Cap Growth A
Price$24.56
Change+$0.04 (+0.16%)
VolumeN/A
Net Assets4.86B
PMBPX vs WMGAX Comparison Chart in %
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PMBPX vs. WMGAX commentary
Jun 20, 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 Buy and WMGAX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.5B vs. WMGAX (4.86B). PMBPX pays higher dividends than WMGAX: PMBPX (0.01) vs WMGAX (0.00). PMBPX was incepted earlier than WMGAX: PMBPX (25 years) vs WMGAX (25 years). WMGAX (1.23) is less costly to investors than PMBPX (0.83). WMGAX is a more actively managed with annual turnover of: 42.00 vs. PMBPX (10.50). 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 : 9.37 vs. WMGAX (-9.10). PMBPX return over 5 years is better than : 52.17 vs. WMGAX (-19.24).
PMBPXWMGAXPMBPX / WMGAX
Total Expense Ratio0.831.0480%
Annual Report Gross Expense Ratio0.831.2367%
Fund Existence25 years25 years-
Gain YTD2.163-2.229-97%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.5B4.86B628%
Annual Yield % from dividends0.010.00-
Returns for 1 year9.37-9.10-103%
Returns for 3 years52.54-0.45-11,783%
Returns for 5 years52.17-19.24-271%
Returns for 10 years91.462.893,164%
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