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PMBJX vs WMGAX
PMBJX vs WMGAX Comparison
Open Charts PMBJX vs WMGAX
Macquarie Mid Cap Growth A
Price$26.09
Change+$0.37 (+1.44%)
VolumeN/A
Net Assets5.02B
PMBJX vs WMGAX Comparison Chart in %
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PMBJX vs. WMGAX 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 PMBJX is a StrongBuy and WMGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. WMGAX (5.02B). 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: 27.00 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 : 15.26 vs. WMGAX (-1.40). PMBJX return over 5 years is better than : 58.39 vs. WMGAX (-15.43).
| PMBJX | WMGAX | PMBJX / WMGAX | |
| Total Expense Ratio | 0.78 | 1.04 | 75% |
| Annual Report Gross Expense Ratio | 0.78 | 1.23 | 63% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 7.057 | 3.861 | 183% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.3B | 5.02B | 644% |
| Annual Yield % from dividends | 0.06 | 0.00 | - |
| Returns for 1 year | 15.26 | -1.40 | -1,091% |
| Returns for 3 years | 51.79 | 2.43 | 2,128% |
| Returns for 5 years | 58.39 | -15.43 | -378% |
| Returns for 10 years | 100.46 | 12.70 | 791% |
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