PMBJX
Price
$41.75
Change
+$0.20 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.76B
WAUSX
Price
$14.64
Change
+$0.03 (+0.21%)
Updated
Oct 17 closing price
Net Assets
19.16M
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PMBJX vs WAUSX

Header iconPMBJX vs WAUSX Comparison
Open Charts PMBJX vs WAUSXBanner chart's image
Principal MidCap J
Price$41.75
Change+$0.20 (+0.48%)
VolumeN/A
Net Assets31.76B
Wasatch US Select Investor
Price$14.64
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets19.16M
PMBJX vs WAUSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.8B vs. WAUSX (19.2M). PMBJX pays higher dividends than WAUSX: PMBJX (0.06) vs WAUSX (0.00). PMBJX was incepted earlier than WAUSX: PMBJX (25 years) vs WAUSX (3 years). WAUSX (1.75) is less costly to investors than PMBJX (0.78). WAUSX is a more actively managed with annual turnover of: 36.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than WAUSX: PMBJX (1000) vs WAUSX (2000). PMBJX annual gain was more profitable for investors over the last year : -3.03 vs. WAUSX (-6.81).
PMBJXWAUSXPMBJX / WAUSX
Total Expense Ratio0.781.0177%
Annual Report Gross Expense Ratio0.781.7545%
Fund Existence25 years3 years-
Gain YTD2.303-1.679-137%
Front LoadN/AN/A-
Min. Initial Investment1000200050%
Min. Initial Investment IRAN/AN/A-
Net Assets31.8B19.2M165,625%
Annual Yield % from dividends0.060.00-
Returns for 1 year-3.03-6.8144%
Returns for 3 years48.6746.69104%
Returns for 5 years34.98N/A-
Returns for 10 years98.61N/A-
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