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PMBCX vs WMGAX
PMBCX vs WMGAX Comparison
Open Charts PMBCX vs WMGAX
Macquarie Mid Cap Growth A
Price$24.49
Change-$0.50 (-2.00%)
VolumeN/A
Net Assets4.87B
PMBCX vs WMGAX Comparison Chart
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PMBCX vs. WMGAX commentary
Jun 16, 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 PMBCX is a StrongBuy and WMGAX is a Hold.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 30.6B vs. WMGAX (4.87B). PMBCX (0.00) and WMGAX (0.00) have matching dividends . PMBCX was incepted earlier than WMGAX: PMBCX (18 years) vs WMGAX (25 years). PMBCX (1.75) is less costly to investors than WMGAX (1.23). WMGAX is a more actively managed with annual turnover of: 27.00 vs. PMBCX (10.50). PMBCX (1000) and WMGAX (1000) have matching initial minimum investment requirements. PMBCX annual gain was more profitable for investors over the last year : 9.12 vs. WMGAX (-8.69). PMBCX return over 5 years is better than : 42.73 vs. WMGAX (-16.02).
| PMBCX | WMGAX | PMBCX / WMGAX | |
| Total Expense Ratio | 1.75 | 1.04 | 168% |
| Annual Report Gross Expense Ratio | 1.75 | 1.23 | 142% |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | 1.538 | -2.508 | -61% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.6B | 4.87B | 628% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 9.12 | -8.69 | -105% |
| Returns for 3 years | 42.85 | -1.84 | -2,324% |
| Returns for 5 years | 42.73 | -16.02 | -267% |
| Returns for 10 years | 65.54 | 3.77 | 1,738% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CAOS | 89.02 | 0.17 | +0.19% |
| Alpha Architect Tail Risk ETF | |||
| PFD | 11.12 | -0.06 | -0.51% |
| Flaherty & Crumrine Preferred and Income Fund | |||
| YCL | 23.39 | -0.12 | -0.51% |
| ProShares Ultra Yen | |||
| IUSV | 92.53 | -0.99 | -1.06% |
| iShares Core S&P US Value ETF | |||
| GSEW | 79.52 | -0.94 | -1.17% |
| Goldman Sachs Equal Wght US Lg Cp Eq ETF | |||