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PMBPX vs WMGYX
PMBPX vs WMGYX Comparison
Open Charts PMBPX vs WMGYX
Macquarie Mid Cap Growth Y
Price$26.30
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets4.96B
PMBPX vs WMGYX Comparison Chart
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PMBPX vs. WMGYX commentary
May 24, 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 Buy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.5B vs. WMGYX (4.96B). PMBPX pays higher dividends than WMGYX: PMBPX (0.01) vs WMGYX (0.00). PMBPX was incepted earlier than WMGYX: PMBPX (24 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 : 7.96 vs. WMGYX (-12.52). PMBPX return over 5 years is better than : 63.01 vs. WMGYX (-12.64).
| PMBPX | WMGYX | PMBPX / WMGYX | |
| Total Expense Ratio | 0.83 | 1.04 | 80% |
| Annual Report Gross Expense Ratio | 0.83 | 1.23 | 67% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 1.864 | -3.490 | -53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.5B | 4.96B | 615% |
| Annual Yield % from dividends | 0.01 | 0.00 | - |
| Returns for 1 year | 7.96 | -12.52 | -64% |
| Returns for 3 years | 41.09 | -8.05 | -510% |
| Returns for 5 years | 63.01 | -12.64 | -499% |
| Returns for 10 years | 90.00 | 7.09 | 1,269% |
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