PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
30.56B
WMGYX
Price
$26.54
Change
-$0.54 (-1.99%)
Updated
Jun 13 closing price
Net Assets
4.87B
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PMBPX vs WMGYX

Header iconPMBPX vs WMGYX Comparison
Open Charts PMBPX vs WMGYXBanner chart's image
Principal MidCap R5
Price$44.30
Change-$0.69 (-1.53%)
VolumeN/A
Net Assets30.56B
Macquarie Mid Cap Growth Y
Price$26.54
Change-$0.54 (-1.99%)
VolumeN/A
Net Assets4.87B
PMBPX vs WMGYX Comparison Chart
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PMBPX vs. WMGYX commentary
Jun 15, 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 Hold and WMGYX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. WMGYX (4.87B). 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: 27.00 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 : 10.26 vs. WMGYX (-8.89). PMBPX return over 5 years is better than : 54.31 vs. WMGYX (-13.49).
PMBPXWMGYXPMBPX / WMGYX
Total Expense Ratio0.831.0480%
Annual Report Gross Expense Ratio0.831.2367%
Fund Existence25 years25 years-
Gain YTD1.933-2.498-77%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets30.6B4.87B628%
Annual Yield % from dividends0.010.00-
Returns for 1 year10.26-8.89-115%
Returns for 3 years49.52-0.15-32,909%
Returns for 5 years54.31-13.49-403%
Returns for 10 years92.688.591,079%
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