PEMGX
Price
$46.27
Change
+$0.32 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
WMGRX
Price
$25.04
Change
+$0.25 (+1.01%)
Updated
Jul 25 closing price
Net Assets
5.04B
Interact to see
Advertisement

PEMGX vs WMGRX

Header iconPEMGX vs WMGRX Comparison
Open Charts PEMGX vs WMGRXBanner chart's image
Principal MidCap A
Price$46.27
Change+$0.32 (+0.70%)
VolumeN/A
Net Assets33.21B
Macquarie Mid Cap Growth R
Price$25.04
Change+$0.25 (+1.01%)
VolumeN/A
Net Assets5.04B
PEMGX vs WMGRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
PEMGX vs. WMGRX commentary
Jul 27, 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 StrongBuy and WMGRX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.2B vs. WMGRX (5.04B). PEMGX (0.00) and WMGRX (0.00) have matching dividends . PEMGX was incepted earlier than WMGRX: PEMGX (20 years) vs WMGRX (20 years). WMGRX (1.48) 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 : 13.43 vs. WMGRX (1.87). PEMGX return over 5 years is better than : 55.06 vs. WMGRX (-20.05).
PEMGXWMGRXPEMGX / WMGRX
Total Expense Ratio0.911.2971%
Annual Report Gross Expense Ratio0.911.4861%
Fund Existence20 years20 years-
Gain YTD8.5646.872125%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B5.04B659%
Annual Yield % from dividends0.000.00-
Returns for 1 year13.431.87718%
Returns for 3 years48.78-1.22-3,989%
Returns for 5 years55.06-20.05-275%
Returns for 10 years103.8710.75966%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
ATGYX47.390.61
+1.30%
Cantor Fitzgerald Equity Opp Inst
JDMNX152.700.96
+0.63%
Janus Henderson Enterprise N
RTRRX8.060.05
+0.62%
Royce Small-Cap Total Return R
BRSDX14.520.09
+0.62%
MFS Blended Research Small Cap Eq A
TADAX31.100.16
+0.52%
Transamerica US Growth A