PMBPX
Price
$41.93
Change
+$3.04 (+7.82%)
Updated
Apr 9 closing price
Net Assets
28.5B
WMGCX
Price
$14.57
Change
-$0.63 (-4.14%)
Updated
Apr 10 closing price
Net Assets
4.78B
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PMBPX vs WMGCX

Header iconPMBPX vs WMGCX Comparison
Open Charts PMBPX vs WMGCXBanner chart's image
Principal MidCap R5
Price$41.93
Change+$3.04 (+7.82%)
VolumeN/A
Net Assets28.5B
Macquarie Mid Cap Growth C
Price$14.57
Change-$0.63 (-4.14%)
VolumeN/A
Net Assets4.78B
PMBPX vs WMGCX Comparison Chart
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PMBPX vs. WMGCX commentary
Apr 11, 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 WMGCX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 28.5B vs. WMGCX (4.78B). 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 (0.84). 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 : -4.70 vs. WMGCX (-30.30). PMBPX return over 5 years is better than : 53.18 vs. WMGCX (-30.69).
PMBPXWMGCXPMBPX / WMGCX
Total Expense Ratio0.841.7947%
Annual Report Gross Expense Ratio0.841.9842%
Fund Existence24 years25 years-
Gain YTD-10.515-20.03552%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets28.5B4.78B597%
Annual Yield % from dividends0.010.00-
Returns for 1 year-4.70-30.3015%
Returns for 3 years8.43-41.99-20%
Returns for 5 years53.18-30.69-173%
Returns for 10 years66.84-35.24-190%
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