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PCBIX vs WMGYX
PCBIX vs WMGYX Comparison
Open Charts PCBIX vs WMGYX
Principal MidCap Institutional
Price$45.20
Change-$0.72 (-1.57%)
VolumeN/A
Net Assets31.99B
Macquarie Mid Cap Growth Y
Price$27.95
Change-$0.64 (-2.24%)
VolumeN/A
Net Assets4.17B
PCBIX vs WMGYX Comparison Chart in %
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PCBIX vs. WMGYX 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 WMGYX is a Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32B vs. WMGYX (4.17B). PCBIX pays higher dividends than WMGYX: PCBIX (0.12) vs WMGYX (0.00). PCBIX was incepted earlier than WMGYX: PCBIX (25 years) vs WMGYX (25 years). WMGYX (1.20) is less costly to investors than PCBIX (0.67). WMGYX is a more actively managed with annual turnover of: 42.00 vs. PCBIX (10.50). PCBIX (0) and WMGYX (0) have matching initial minimum investment requirements. PCBIX annual gain was more profitable for investors over the last year : -4.65 vs. WMGYX (-7.12). PCBIX return over 5 years is better than : 33.05 vs. WMGYX (-26.07).
| PCBIX | WMGYX | PCBIX / WMGYX | |
| Total Expense Ratio | 0.67 | 1.04 | 64% |
| Annual Report Gross Expense Ratio | 0.67 | 1.20 | 56% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 3.029 | 5.033 | 60% |
| 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 | -7.12 | 65% |
| Returns for 3 years | 35.68 | -2.76 | -1,295% |
| Returns for 5 years | 33.05 | -26.07 | -127% |
| Returns for 10 years | 111.81 | 30.97 | 361% |
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