PMBCX
Price
$35.64
Change
-$0.55 (-1.52%)
Updated
Jun 13 closing price
Net Assets
30.56B
WMGYX
Price
$26.54
Change
-$0.54 (-1.99%)
Updated
Jun 13 closing price
Net Assets
4.87B
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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-$0.55 (-1.52%)
VolumeN/A
Net Assets30.56B
Macquarie Mid Cap Growth Y
Price$26.54
Change-$0.54 (-1.99%)
VolumeN/A
Net Assets4.87B
PMBCX vs WMGYX Comparison Chart
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PMBCX vs. WMGYX 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 WMGYX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 30.6B vs. WMGYX (4.87B). PMBCX (0.00) and WMGYX (0.00) have matching dividends . PMBCX was incepted earlier than WMGYX: PMBCX (18 years) vs WMGYX (25 years). PMBCX (1.75) is less costly to investors than WMGYX (1.23). WMGYX is a more actively managed with annual turnover of: 27.00 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 : 9.12 vs. WMGYX (-8.20). PMBCX return over 5 years is better than : 42.73 vs. WMGYX (-13.49).
PMBCXWMGYXPMBCX / WMGYX
Total Expense Ratio1.751.04168%
Annual Report Gross Expense Ratio1.751.23142%
Fund Existence18 years25 years-
Gain YTD1.538-2.498-62%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.6B4.87B628%
Annual Yield % from dividends0.000.00-
Returns for 1 year9.12-8.20-111%
Returns for 3 years42.85-0.15-28,472%
Returns for 5 years42.73-13.49-317%
Returns for 10 years65.548.59763%
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