PMBPX
Price
$44.27
Change
-$1.12 (-2.47%)
Updated
May 21 closing price
Net Assets
31.3B
WMGCX
Price
$16.52
Change
-$0.42 (-2.48%)
Updated
May 21 closing price
Net Assets
5.09B
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PMBPX vs WMGCX

Header iconPMBPX vs WMGCX Comparison
Open Charts PMBPX vs WMGCXBanner chart's image
Principal MidCap R5
Price$44.27
Change-$1.12 (-2.47%)
VolumeN/A
Net Assets31.3B
Macquarie Mid Cap Growth C
Price$16.52
Change-$0.42 (-2.48%)
VolumeN/A
Net Assets5.09B
PMBPX vs WMGCX Comparison Chart
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PMBPX vs. WMGCX commentary
May 22, 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 Hold and WMGCX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.3B vs. WMGCX (5.09B). PMBPX pays higher dividends than WMGCX: PMBPX (0.01) vs WMGCX (0.00). PMBPX was incepted earlier than WMGCX: PMBPX (24 years) vs WMGCX (25 years). WMGCX (1.98) is less costly to investors than PMBPX (0.83). WMGCX is a more actively managed with annual turnover of: 27.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than WMGCX: PMBPX (0) vs WMGCX (1000). PMBPX annual gain was more profitable for investors over the last year : 10.21 vs. WMGCX (-14.23). PMBPX return over 5 years is better than : 67.13 vs. WMGCX (-27.61).
PMBPXWMGCXPMBPX / WMGCX
Total Expense Ratio0.831.7946%
Annual Report Gross Expense Ratio0.831.9842%
Fund Existence24 years25 years-
Gain YTD4.441-1.340-332%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets31.3B5.09B615%
Annual Yield % from dividends0.010.00-
Returns for 1 year10.21-14.23-72%
Returns for 3 years45.73-16.76-273%
Returns for 5 years67.13-27.61-243%
Returns for 10 years94.81-19.68-482%
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