PMBJX
Price
$44.34
Change
+$0.32 (+0.73%)
Updated
Jul 25 closing price
Net Assets
33.21B
WMGAX
Price
$26.88
Change
+$0.27 (+1.01%)
Updated
Jul 25 closing price
Net Assets
5.04B
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PMBJX vs WMGAX

Header iconPMBJX vs WMGAX Comparison
Open Charts PMBJX vs WMGAXBanner chart's image
Principal MidCap J
Price$44.34
Change+$0.32 (+0.73%)
VolumeN/A
Net Assets33.21B
Macquarie Mid Cap Growth A
Price$26.88
Change+$0.27 (+1.01%)
VolumeN/A
Net Assets5.04B
PMBJX vs WMGAX Comparison Chart in %
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PMBJX vs. WMGAX commentary
Jul 28, 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 PMBJX is a StrongBuy and WMGAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B vs. WMGAX (5.04B). PMBJX pays higher dividends than WMGAX: PMBJX (0.06) vs WMGAX (0.00). PMBJX was incepted earlier than WMGAX: PMBJX (24 years) vs WMGAX (25 years). WMGAX (1.23) is less costly to investors than PMBJX (0.78). WMGAX is a more actively managed with annual turnover of: 42.00 vs. PMBJX (10.50). PMBJX (1000) and WMGAX (1000) have matching initial minimum investment requirements. PMBJX annual gain was more profitable for investors over the last year : 13.47 vs. WMGAX (2.60). PMBJX return over 5 years is better than : 55.02 vs. WMGAX (-17.14).
PMBJXWMGAXPMBJX / WMGAX
Total Expense Ratio0.781.0475%
Annual Report Gross Expense Ratio0.781.2363%
Fund Existence24 years25 years-
Gain YTD8.6507.006123%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B5.04B659%
Annual Yield % from dividends0.060.00-
Returns for 1 year13.472.60519%
Returns for 3 years48.881.014,818%
Returns for 5 years55.02-17.14-321%
Returns for 10 years103.2617.02607%
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