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PMBCX vs WMGRX
PMBCX vs WMGRX Comparison
Open Charts PMBCX vs WMGRX
Macquarie Mid Cap Growth R
Price$22.82
Change-$0.47 (-2.02%)
VolumeN/A
Net Assets4.87B
PMBCX vs WMGRX Comparison Chart
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PMBCX vs. WMGRX 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 WMGRX is a Hold.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 30.6B vs. WMGRX (4.87B). PMBCX (0.00) and WMGRX (0.00) have matching dividends . PMBCX was incepted earlier than WMGRX: PMBCX (18 years) vs WMGRX (19 years). PMBCX (1.75) is less costly to investors than WMGRX (1.48). WMGRX is a more actively managed with annual turnover of: 27.00 vs. PMBCX (10.50). WMGRX has a lower initial minimum investment than PMBCX: WMGRX (0) vs PMBCX (1000). PMBCX annual gain was more profitable for investors over the last year : 9.12 vs. WMGRX (-9.34). PMBCX return over 5 years is better than : 42.73 vs. WMGRX (-18.99).
| PMBCX | WMGRX | PMBCX / WMGRX | |
| Total Expense Ratio | 1.75 | 1.29 | 136% |
| Annual Report Gross Expense Ratio | 1.75 | 1.48 | 118% |
| Fund Existence | 18 years | 19 years | - |
| Gain YTD | 1.538 | -2.604 | -59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| 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 | -9.34 | -98% |
| Returns for 3 years | 42.85 | -4.00 | -1,072% |
| Returns for 5 years | 42.73 | -18.99 | -225% |
| Returns for 10 years | 65.54 | -1.81 | -3,626% |
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