PMBCX
Price
$35.64
Change
+$0.17 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.93B
WMGYX
Price
$28.38
Change
-$0.00 (-0.00%)
Updated
Oct 17 closing price
Net Assets
4.27B
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PMBCX vs WMGYX

Header iconPMBCX vs WMGYX Comparison
Open Charts PMBCX vs WMGYXBanner chart's image
Principal MidCap C
Price$35.64
Change+$0.17 (+0.48%)
VolumeN/A
Net Assets31.93B
Macquarie Mid Cap Growth Y
Price$28.38
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.27B
PMBCX vs WMGYX Comparison Chart in %
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PMBCX vs. WMGYX commentary
Oct 19, 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 Buy and WMGYX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 31.9B vs. WMGYX (4.27B). PMBCX (0.00) and WMGYX (0.00) have matching dividends . PMBCX was incepted earlier than WMGYX: PMBCX (19 years) vs WMGYX (25 years). PMBCX (1.75) is less costly to investors than WMGYX (1.20). WMGYX is a more actively managed with annual turnover of: 42.00 vs. PMBCX (10.50). WMGYX has a lower initial minimum investment than PMBCX: WMGYX (0) vs PMBCX (1000). PMBCX annual gain was more profitable for investors over the last year : -4.45 vs. WMGYX (-6.40). PMBCX return over 5 years is better than : 25.71 vs. WMGYX (-25.32).
PMBCXWMGYXPMBCX / WMGYX
Total Expense Ratio1.751.04168%
Annual Report Gross Expense Ratio1.751.20146%
Fund Existence19 years25 years-
Gain YTD1.5384.26236%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets31.9B4.27B748%
Annual Yield % from dividends0.000.00-
Returns for 1 year-4.45-6.4070%
Returns for 3 years42.566.45660%
Returns for 5 years25.71-25.32-102%
Returns for 10 years73.9427.21272%
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