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PMBPX vs WMGRX
PMBPX vs WMGRX Comparison
Open Charts PMBPX vs WMGRX
Macquarie Mid Cap Growth R
Price$21.97
Change+$0.35 (+1.62%)
VolumeN/A
Net Assets4.84B
PMBPX vs WMGRX Comparison Chart
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PMBPX vs. WMGRX commentary
May 09, 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 WMGRX is a Buy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.2B vs. WMGRX (4.84B). PMBPX pays higher dividends than WMGRX: PMBPX (0.01) vs WMGRX (0.00). PMBPX was incepted earlier than WMGRX: PMBPX (24 years) vs WMGRX (19 years). WMGRX (1.48) is less costly to investors than PMBPX (0.83). WMGRX is a more actively managed with annual turnover of: 27.00 vs. PMBPX (10.50). PMBPX (0) and WMGRX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 8.97 vs. WMGRX (-13.57). PMBPX return over 5 years is better than : 64.72 vs. WMGRX (-18.24).
| PMBPX | WMGRX | PMBPX / WMGRX | |
| Total Expense Ratio | 0.83 | 1.29 | 64% |
| Annual Report Gross Expense Ratio | 0.83 | 1.48 | 56% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 1.035 | -6.231 | -17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.2B | 4.84B | 624% |
| Annual Yield % from dividends | 0.01 | 0.00 | - |
| Returns for 1 year | 8.97 | -13.57 | -66% |
| Returns for 3 years | 41.38 | -12.23 | -339% |
| Returns for 5 years | 64.72 | -18.24 | -355% |
| Returns for 10 years | 90.98 | -5.34 | -1,703% |
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