PMBPX
Price
$41.93
Change
+$3.04 (+7.82%)
Updated
Apr 9 closing price
Net Assets
28.5B
WMGYX
Price
$23.15
Change
-$1.00 (-4.14%)
Updated
Apr 10 closing price
Net Assets
4.78B
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PMBPX vs WMGYX

Header iconPMBPX vs WMGYX Comparison
Open Charts PMBPX vs WMGYXBanner chart's image
Principal MidCap R5
Price$41.93
Change+$3.04 (+7.82%)
VolumeN/A
Net Assets28.5B
Macquarie Mid Cap Growth Y
Price$23.15
Change-$1.00 (-4.14%)
VolumeN/A
Net Assets4.78B
PMBPX vs WMGYX Comparison Chart
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PMBPX vs. WMGYX commentary
Apr 11, 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 Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 28.5B vs. WMGYX (4.78B). 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 (0.84). 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 : -4.70 vs. WMGYX (-27.30). PMBPX return over 5 years is better than : 53.18 vs. WMGYX (-14.24).
PMBPXWMGYXPMBPX / WMGYX
Total Expense Ratio0.841.0481%
Annual Report Gross Expense Ratio0.841.2368%
Fund Existence24 years25 years-
Gain YTD-10.515-19.87553%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets28.5B4.78B597%
Annual Yield % from dividends0.010.00-
Returns for 1 year-4.70-27.3017%
Returns for 3 years8.43-33.81-25%
Returns for 5 years53.18-14.24-374%
Returns for 10 years66.84-11.45-584%
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