PMBPX
Price
$42.17
Change
-$1.74 (-3.96%)
Updated
Apr 3 closing price
Net Assets
29.76B
WMGAX
Price
$21.81
Change
-$1.59 (-6.79%)
Updated
Apr 3 closing price
Net Assets
5.06B
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PMBPX vs WMGAX

Header iconPMBPX vs WMGAX Comparison
Open Charts PMBPX vs WMGAXBanner chart's image
Principal MidCap R5
Price$42.17
Change-$1.74 (-3.96%)
VolumeN/A
Net Assets29.76B
Macquarie Mid Cap Growth A
Price$21.81
Change-$1.59 (-6.79%)
VolumeN/A
Net Assets5.06B
PMBPX vs WMGAX Comparison Chart
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PMBPX vs. WMGAX commentary
Apr 04, 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: 29.8B vs. WMGAX (5.06B). 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 : 7.50 vs. WMGAX (-14.79). PMBPX return over 5 years is better than : 103.21 vs. WMGAX (10.33).
PMBPXWMGAXPMBPX / WMGAX
Total Expense Ratio0.841.0481%
Annual Report Gross Expense Ratio0.841.2368%
Fund Existence24 years25 years-
Gain YTD1.035-6.847-15%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets29.8B5.06B589%
Annual Yield % from dividends0.010.00-
Returns for 1 year7.50-14.79-51%
Returns for 3 years19.59-28.68-68%
Returns for 5 years103.2110.331,000%
Returns for 10 years89.27-0.51-17,496%
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