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PMBPX vs WMGRX
PMBPX vs WMGRX Comparison
Open Charts PMBPX vs WMGRX
Macquarie Mid Cap Growth R
Price$20.19
Change+$0.09 (+0.45%)
VolumeN/A
Net Assets4.58B
PMBPX vs WMGRX Comparison Chart
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PMBPX vs. WMGRX commentary
Apr 19, 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: 28.2B vs. WMGRX (4.58B). 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 (0.84). 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 : 6.71 vs. WMGRX (-17.49). PMBPX return over 5 years is better than : 60.92 vs. WMGRX (-17.66).
| PMBPX | WMGRX | PMBPX / WMGRX | |
| Total Expense Ratio | 0.84 | 1.29 | 65% |
| Annual Report Gross Expense Ratio | 0.84 | 1.48 | 57% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | -4.809 | -13.828 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.2B | 4.58B | 615% |
| Annual Yield % from dividends | 0.01 | 0.00 | - |
| Returns for 1 year | 6.71 | -17.49 | -38% |
| Returns for 3 years | 18.38 | -30.02 | -61% |
| Returns for 5 years | 60.92 | -17.66 | -345% |
| Returns for 10 years | 78.70 | -13.75 | -572% |
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