PEMGX
Price
$43.82
Change
+$0.07 (+0.16%)
Updated
Nov 12 closing price
Net Assets
31.95B
WMGRX
Price
$24.56
Change
+$0.10 (+0.41%)
Updated
Nov 12 closing price
Net Assets
4.17B
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PEMGX vs WMGRX

Header iconPEMGX vs WMGRX Comparison
Open Charts PEMGX vs WMGRXBanner chart's image
Principal MidCap A
Price$43.82
Change+$0.07 (+0.16%)
VolumeN/A
Net Assets31.95B
Macquarie Mid Cap Growth R
Price$24.56
Change+$0.10 (+0.41%)
VolumeN/A
Net Assets4.17B
PEMGX vs WMGRX Comparison Chart in %
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PEMGX 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 PEMGX is a Buy and WMGRX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32B vs. WMGRX (4.17B). PEMGX (0.00) and WMGRX (0.00) have matching dividends . PEMGX was incepted earlier than WMGRX: PEMGX (20 years) vs WMGRX (20 years). WMGRX (1.45) is less costly to investors than PEMGX (0.91). WMGRX is a more actively managed with annual turnover of: 42.00 vs. PEMGX (10.50). WMGRX has a lower initial minimum investment than PEMGX: WMGRX (0) vs PEMGX (1000). PEMGX annual gain was more profitable for investors over the last year : -5.01 vs. WMGRX (-8.26). PEMGX return over 5 years is better than : 30.49 vs. WMGRX (-30.72).
PEMGXWMGRXPEMGX / WMGRX
Total Expense Ratio0.911.2971%
Annual Report Gross Expense Ratio0.911.4563%
Fund Existence20 years20 years-
Gain YTD2.8164.82358%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets32B4.17B768%
Annual Yield % from dividends0.000.00-
Returns for 1 year-5.01-8.2661%
Returns for 3 years34.17-6.47-528%
Returns for 5 years30.49-30.72-99%
Returns for 10 years103.5218.53559%
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