PMBCX
Price
$35.64
Change
-$0.55 (-1.52%)
Updated
Jun 13 closing price
Net Assets
30.56B
WGUSX
Price
$14.49
Change
-$0.31 (-2.09%)
Updated
Jun 13 closing price
Net Assets
29.15M
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PMBCX vs WGUSX

Header iconPMBCX vs WGUSX Comparison
Open Charts PMBCX vs WGUSXBanner chart's image
Principal MidCap C
Price$35.64
Change-$0.55 (-1.52%)
VolumeN/A
Net Assets30.56B
Wasatch US Select Inst
Price$14.49
Change-$0.31 (-2.09%)
VolumeN/A
Net Assets29.15M
PMBCX vs WGUSX Comparison Chart
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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 30.6B vs. WGUSX (29.2M). PMBCX (0.00) and WGUSX (0.00) have matching dividends . PMBCX was incepted earlier than WGUSX: PMBCX (18 years) vs WGUSX (3 years). PMBCX (1.75) is less costly to investors than WGUSX (1.26). WGUSX is a more actively managed with annual turnover of: 31.00 vs. PMBCX (10.50). PMBCX has a lower initial minimum investment than WGUSX: PMBCX (1000) vs WGUSX (100000). PMBCX annual gain was more profitable for investors over the last year : 9.12 vs. WGUSX (1.97).
PMBCXWGUSXPMBCX / WGUSX
Total Expense Ratio1.750.86203%
Annual Report Gross Expense Ratio1.751.26139%
Fund Existence18 years3 years-
Gain YTD1.538-2.947-52%
Front LoadN/AN/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets30.6B29.2M104,795%
Annual Yield % from dividends0.000.00-
Returns for 1 year9.121.97463%
Returns for 3 years42.8545.3495%
Returns for 5 years42.73N/A-
Returns for 10 years65.54N/A-
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