PMBCX
Price
$35.64
Change
+$0.17 (+0.48%)
Updated
Oct 17 closing price
Net Assets
32.54B
WMGRX
Price
$24.38
Change
-$0.00 (-0.00%)
Updated
Oct 17 closing price
Net Assets
4.27B
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PMBCX vs WMGRX

Header iconPMBCX vs WMGRX Comparison
Open Charts PMBCX vs WMGRXBanner chart's image
Principal MidCap C
Price$35.64
Change+$0.17 (+0.48%)
VolumeN/A
Net Assets32.54B
Macquarie Mid Cap Growth R
Price$24.38
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.27B
PMBCX vs WMGRX Comparison Chart in %
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PMBCX vs. WMGRX commentary
Oct 18, 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 Hold and WMGRX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 32.5B vs. WMGRX (4.27B). PMBCX (0.00) and WMGRX (0.00) have matching dividends . PMBCX was incepted earlier than WMGRX: PMBCX (19 years) vs WMGRX (20 years). PMBCX (1.75) is less costly to investors than WMGRX (1.45). WMGRX is a more actively managed with annual turnover of: 42.00 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 : -4.55 vs. WMGRX (-7.72). PMBCX return over 5 years is better than : 25.11 vs. WMGRX (-30.02).
PMBCXWMGRXPMBCX / WMGRX
Total Expense Ratio1.751.29136%
Annual Report Gross Expense Ratio1.751.45121%
Fund Existence19 years20 years-
Gain YTD1.0544.05526%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.5B4.27B762%
Annual Yield % from dividends0.000.00-
Returns for 1 year-4.55-7.7259%
Returns for 3 years44.253.611,225%
Returns for 5 years25.11-30.02-84%
Returns for 10 years73.2814.95490%
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