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PCBIX vs WMGRX
PCBIX vs WMGRX Comparison
Open Charts PCBIX vs WMGRX
Principal MidCap Institutional
Price$45.20
Change-$0.72 (-1.57%)
VolumeN/A
Net Assets31.99B
Macquarie Mid Cap Growth R
Price$24.01
Change-$0.55 (-2.24%)
VolumeN/A
Net Assets4.17B
PCBIX vs WMGRX Comparison Chart in %
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PCBIX vs. WMGRX commentary
Nov 14, 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 PCBIX is a Buy and WMGRX is a Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32B vs. WMGRX (4.17B). PCBIX pays higher dividends than WMGRX: PCBIX (0.12) vs WMGRX (0.00). PCBIX was incepted earlier than WMGRX: PCBIX (25 years) vs WMGRX (20 years). WMGRX (1.45) is less costly to investors than PCBIX (0.67). WMGRX is a more actively managed with annual turnover of: 42.00 vs. PCBIX (10.50). PCBIX (0) and WMGRX (0) have matching initial minimum investment requirements. PCBIX annual gain was more profitable for investors over the last year : -4.65 vs. WMGRX (-8.26). PCBIX return over 5 years is better than : 33.05 vs. WMGRX (-30.72).
| PCBIX | WMGRX | PCBIX / WMGRX | |
| Total Expense Ratio | 0.67 | 1.29 | 52% |
| Annual Report Gross Expense Ratio | 0.67 | 1.45 | 46% |
| Fund Existence | 25 years | 20 years | - |
| Gain YTD | 3.029 | 4.823 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32B | 4.17B | 768% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | -4.65 | -8.26 | 56% |
| Returns for 3 years | 35.68 | -6.47 | -551% |
| Returns for 5 years | 33.05 | -30.72 | -108% |
| Returns for 10 years | 111.81 | 18.53 | 603% |
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