PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
WMGYX
Price
$28.28
Change
+$0.41 (+1.47%)
Updated
Jul 3 closing price
Net Assets
5.02B
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PMBPX vs WMGYX

Header iconPMBPX vs WMGYX Comparison
Open Charts PMBPX vs WMGYXBanner chart's image
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
Macquarie Mid Cap Growth Y
Price$28.28
Change+$0.41 (+1.47%)
VolumeN/A
Net Assets5.02B
PMBPX vs WMGYX Comparison Chart in %
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PMBPX vs. WMGYX commentary
Jul 06, 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 WMGYX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. WMGYX (5.02B). PMBPX pays higher dividends than WMGYX: PMBPX (0.01) vs WMGYX (0.00). PMBPX was incepted earlier than WMGYX: PMBPX (25 years) vs WMGYX (25 years). WMGYX (1.23) is less costly to investors than PMBPX (0.83). WMGYX is a more actively managed with annual turnover of: 42.00 vs. PMBPX (10.50). PMBPX (0) and WMGYX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 15.41 vs. WMGYX (-0.88). PMBPX return over 5 years is better than : 59.60 vs. WMGYX (-12.88).
PMBPXWMGYXPMBPX / WMGYX
Total Expense Ratio0.831.0480%
Annual Report Gross Expense Ratio0.831.2367%
Fund Existence25 years25 years-
Gain YTD7.0413.894181%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B5.02B644%
Annual Yield % from dividends0.010.00-
Returns for 1 year15.41-0.88-1,759%
Returns for 3 years52.394.201,247%
Returns for 5 years59.60-12.88-463%
Returns for 10 years104.4617.98581%
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