PEMGX
Price
$39.53
Change
-$4.75 (-10.73%)
Updated
Feb 3 closing price
Net Assets
29.47B
WMGRX
Price
$21.33
Change
-$3.23 (-13.15%)
Updated
Feb 3 closing price
Net Assets
3.56B
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PEMGX vs WMGRX

Header iconPEMGX vs WMGRX Comparison
Open Charts PEMGX vs WMGRXBanner chart's image
Principal MidCap A
Price$39.53
Change-$4.75 (-10.73%)
VolumeN/A
Net Assets29.47B
Nomura Mid Cap Growth R
Price$21.33
Change-$3.23 (-13.15%)
VolumeN/A
Net Assets3.56B
PEMGX vs WMGRX Comparison Chart in %
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PEMGX vs. WMGRX commentary
Feb 04, 2026

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 Hold and WMGRX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.5B vs. WMGRX (3.56B). PEMGX (0.00) and WMGRX (0.00) have matching dividends . PEMGX was incepted earlier than WMGRX: PEMGX (21 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 (13.70). 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 : -11.39 vs. WMGRX (-12.19). PEMGX return over 5 years is better than : 11.73 vs. WMGRX (-42.62).
PEMGXWMGRXPEMGX / WMGRX
Total Expense Ratio0.911.2971%
Annual Report Gross Expense Ratio0.911.4563%
Fund Existence21 years20 years-
Gain YTD-2.9461.186-248%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets29.5B3.56B828%
Annual Yield % from dividends0.000.00-
Returns for 1 year-11.39-12.1993%
Returns for 3 years20.37-15.69-130%
Returns for 5 years11.73-42.62-28%
Returns for 10 years115.6330.30382%
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