PEMGX
Price
$43.13
Change
-$0.69 (-1.57%)
Updated
Nov 13 closing price
Net Assets
31.99B
WMGYX
Price
$27.95
Change
-$0.64 (-2.24%)
Updated
Nov 13 closing price
Net Assets
4.17B
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PEMGX vs WMGYX

Header iconPEMGX vs WMGYX Comparison
Open Charts PEMGX vs WMGYXBanner chart's image
Principal MidCap A
Price$43.13
Change-$0.69 (-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
PEMGX vs WMGYX Comparison Chart in %
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PEMGX 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 PEMGX is a Buy and WMGYX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32B vs. WMGYX (4.17B). PEMGX (0.00) and WMGYX (0.00) have matching dividends . PEMGX was incepted earlier than WMGYX: PEMGX (20 years) vs WMGYX (25 years). WMGYX (1.20) is less costly to investors than PEMGX (0.91). WMGYX is a more actively managed with annual turnover of: 42.00 vs. PEMGX (10.50). WMGYX has a lower initial minimum investment than PEMGX: WMGYX (0) vs PEMGX (1000). PEMGX annual gain was more profitable for investors over the last year : -5.01 vs. WMGYX (-7.12). PEMGX return over 5 years is better than : 30.49 vs. WMGYX (-26.07).
PEMGXWMGYXPEMGX / WMGYX
Total Expense Ratio0.911.0488%
Annual Report Gross Expense Ratio0.911.2076%
Fund Existence20 years25 years-
Gain YTD2.8165.03356%
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-5.01-7.1270%
Returns for 3 years34.17-2.76-1,240%
Returns for 5 years30.49-26.07-117%
Returns for 10 years103.5230.97334%
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