PMBPX
Price
$45.90
Change
+$0.37 (+0.81%)
Updated
Jul 16 closing price
Net Assets
31.8B
WMGRX
Price
$24.08
Change
+$0.11 (+0.46%)
Updated
Jul 16 closing price
Net Assets
4.89B
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PMBPX vs WMGRX

Header iconPMBPX vs WMGRX Comparison
Open Charts PMBPX vs WMGRXBanner chart's image
Principal MidCap R5
Price$45.90
Change+$0.37 (+0.81%)
VolumeN/A
Net Assets31.8B
Macquarie Mid Cap Growth R
Price$24.08
Change+$0.11 (+0.46%)
VolumeN/A
Net Assets4.89B
PMBPX vs WMGRX Comparison Chart in %
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PMBPX vs. WMGRX commentary
Jul 17, 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 Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.8B vs. WMGRX (4.89B). PMBPX pays higher dividends than WMGRX: PMBPX (0.01) vs WMGRX (0.00). PMBPX was incepted earlier than WMGRX: PMBPX (25 years) vs WMGRX (20 years). WMGRX (1.48) is less costly to investors than PMBPX (0.83). WMGRX is a more actively managed with annual turnover of: 42.00 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 : 7.64 vs. WMGRX (-7.70). PMBPX return over 5 years is better than : 51.07 vs. WMGRX (-22.73).
PMBPXWMGRXPMBPX / WMGRX
Total Expense Ratio0.831.2964%
Annual Report Gross Expense Ratio0.831.4856%
Fund Existence25 years20 years-
Gain YTD4.7632.305207%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets31.8B4.89B650%
Annual Yield % from dividends0.010.00-
Returns for 1 year7.64-7.70-99%
Returns for 3 years48.51-3.46-1,401%
Returns for 5 years51.07-22.73-225%
Returns for 10 years96.924.222,298%
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