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RPTIX vs WMGRX
RPTIX vs WMGRX Comparison
Open Charts RPTIX vs WMGRX
T. Rowe Price Mid-Cap Growth I
Price$109.86
Change-$2.17 (-1.94%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Mid Cap Growth R
Price$25.70
Change-$0.63 (-2.39%)
VolumeN/A
CapitalizationN/A
RPTIX vs WMGRX Comparison Chart
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RPTIX vs. WMGRX commentary
Nov 18, 2024
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 RPTIX is a StrongSell and WMGRX is a Sell.
FUNDAMENTALS
Fundamentals
RPTIX has more cash in the bank: 31B vs. WMGRX (6.32B). RPTIX pays higher dividends than WMGRX: RPTIX (0.18) vs WMGRX (0.00). RPTIX was incepted earlier than WMGRX: RPTIX (9 years) vs WMGRX (19 years). WMGRX is a more actively managed with annual turnover of: 23.00 vs. RPTIX (21.70). WMGRX has a lower initial minimum investment than RPTIX: WMGRX (0) vs RPTIX (500000). RPTIX annual gain was more profitable for investors over the last year : 14.29 vs. WMGRX (9.55). RPTIX return over 5 years is better than : 14.07 vs. WMGRX (-5.24).
| RPTIX | WMGRX | RPTIX / WMGRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 19 years | - |
| Gain YTD | 9.586 | 3.964 | 242% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31B | 6.32B | 490% |
| Annual Yield % from dividends | 0.18 | 0.00 | - |
| Returns for 1 year | 14.29 | 9.55 | 150% |
| Returns for 3 years | -18.50 | -40.01 | 46% |
| Returns for 5 years | 14.07 | -5.24 | -269% |
| Returns for 10 years | N/A | 5.37 | - |
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