PMBPX
Price
$42.14
Change
+$0.56 (+1.35%)
Updated
Apr 23 closing price
Net Assets
28.46B
WMGAX
Price
$22.05
Change
+$0.45 (+2.08%)
Updated
Apr 23 closing price
Net Assets
4.57B
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PMBPX vs WMGAX

Header iconPMBPX vs WMGAX Comparison
Open Charts PMBPX vs WMGAXBanner chart's image
Principal MidCap R5
Price$42.14
Change+$0.56 (+1.35%)
VolumeN/A
Net Assets28.46B
Macquarie Mid Cap Growth A
Price$22.05
Change+$0.45 (+2.08%)
VolumeN/A
Net Assets4.57B
PMBPX vs WMGAX Comparison Chart
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PMBPX vs. WMGAX commentary
Apr 25, 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 Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 28.5B vs. WMGAX (4.57B). PMBPX pays higher dividends than WMGAX: PMBPX (0.01) vs WMGAX (0.00). PMBPX was incepted earlier than WMGAX: PMBPX (24 years) vs WMGAX (25 years). WMGAX (1.23) is less costly to investors than PMBPX (0.84). WMGAX is a more actively managed with annual turnover of: 27.00 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 : 5.76 vs. WMGAX (-18.00). PMBPX return over 5 years is better than : 65.80 vs. WMGAX (-15.56).
PMBPXWMGAXPMBPX / WMGAX
Total Expense Ratio0.841.0481%
Annual Report Gross Expense Ratio0.841.2368%
Fund Existence24 years25 years-
Gain YTD-4.326-14.01331%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets28.5B4.57B623%
Annual Yield % from dividends0.010.00-
Returns for 1 year5.76-18.00-32%
Returns for 3 years21.34-26.46-81%
Returns for 5 years65.80-15.56-423%
Returns for 10 years78.76-9.81-803%
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