PMBPX
Price
$44.27
Change
-$0.76 (-1.69%)
Updated
Feb 21 closing price
Net Assets
29.57B
WMGRX
Price
$23.37
Change
-$0.63 (-2.62%)
Updated
Feb 21 closing price
Net Assets
5.67B
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PMBPX vs WMGRX

Header iconPMBPX vs WMGRX Comparison
Open Charts PMBPX vs WMGRXBanner chart's image
Principal MidCap R5
Price$44.27
Change-$0.76 (-1.69%)
VolumeN/A
Net Assets29.57B
Macquarie Mid Cap Growth R
Price$23.37
Change-$0.63 (-2.62%)
VolumeN/A
Net Assets5.67B
PMBPX vs WMGRX Comparison Chart
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PMBPX vs. WMGRX commentary
Feb 23, 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 StrongBuy and WMGRX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.6B vs. WMGRX (5.67B). PMBPX (0.00) and WMGRX (0.00) have matching dividends . PMBPX was incepted earlier than WMGRX: PMBPX (24 years) vs WMGRX (19 years). WMGRX is a more actively managed with annual turnover of: 23.00 vs. PMBPX (10.10). PMBPX (0) and WMGRX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 12.43 vs. WMGRX (-8.57). PMBPX return over 5 years is better than : 35.10 vs. WMGRX (-16.12).
PMBPXWMGRXPMBPX / WMGRX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence24 years19 years-
Gain YTD1.864-0.256-728%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets29.6B5.67B522%
Annual Yield % from dividends0.000.00-
Returns for 1 year12.43-8.57-145%
Returns for 3 years27.85-20.54-136%
Returns for 5 years35.10-16.12-218%
Returns for 10 years92.301.565,900%
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