PMBCX
Price
$37.40
Change
+$0.38 (+1.03%)
Updated
Jul 3 closing price
Net Assets
32.28B
WMGYX
Price
$28.28
Change
+$0.41 (+1.47%)
Updated
Jul 3 closing price
Net Assets
5.02B
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PMBCX vs WMGYX

Header iconPMBCX vs WMGYX Comparison
Open Charts PMBCX vs WMGYXBanner chart's image
Principal MidCap C
Price$37.40
Change+$0.38 (+1.03%)
VolumeN/A
Net Assets32.28B
Macquarie Mid Cap Growth Y
Price$28.28
Change+$0.41 (+1.47%)
VolumeN/A
Net Assets5.02B
PMBCX vs WMGYX Comparison Chart in %
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PMBCX vs. WMGYX commentary
Jul 07, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 32.3B vs. WMGYX (5.02B). 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 : 13.57 vs. WMGYX (-0.88). PMBCX return over 5 years is better than : 47.59 vs. WMGYX (-12.88).
PMBCXWMGYXPMBCX / WMGYX
Total Expense Ratio1.751.04168%
Annual Report Gross Expense Ratio1.751.23142%
Fund Existence18 years25 years-
Gain YTD6.5533.894168%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B5.02B644%
Annual Yield % from dividends0.000.00-
Returns for 1 year13.57-0.88-1,549%
Returns for 3 years45.584.201,085%
Returns for 5 years47.59-12.88-370%
Returns for 10 years75.6717.98421%
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