PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
WMGAX
Price
$26.09
Change
+$0.37 (+1.44%)
Updated
Jul 3 closing price
Net Assets
5.02B
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PMBJX vs WMGAX

Header iconPMBJX vs WMGAX Comparison
Open Charts PMBJX vs WMGAXBanner chart's image
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
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.

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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).
PMBJXWMGAXPMBJX / WMGAX
Total Expense Ratio0.781.0475%
Annual Report Gross Expense Ratio0.781.2363%
Fund Existence24 years25 years-
Gain YTD7.0573.861183%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B5.02B644%
Annual Yield % from dividends0.060.00-
Returns for 1 year15.26-1.40-1,091%
Returns for 3 years51.792.432,128%
Returns for 5 years58.39-15.43-378%
Returns for 10 years100.4612.70791%
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