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PMBJX vs WMGAX
PMBJX vs WMGAX Comparison
Open Charts PMBJX vs WMGAX
Macquarie Mid Cap Growth A
Price$24.49
Change-$0.50 (-2.00%)
VolumeN/A
Net Assets4.87B
PMBJX vs WMGAX Comparison Chart
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PMBJX vs. WMGAX commentary
Jun 16, 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 Hold.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.6B vs. WMGAX (4.87B). 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 : 10.12 vs. WMGAX (-8.69). PMBJX return over 5 years is better than : 53.13 vs. WMGAX (-16.02).
| 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 | 1.960 | -2.508 | -78% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.6B | 4.87B | 628% |
| Annual Yield % from dividends | 0.06 | 0.00 | - |
| Returns for 1 year | 10.12 | -8.69 | -116% |
| Returns for 3 years | 48.96 | -1.84 | -2,656% |
| Returns for 5 years | 53.13 | -16.02 | -332% |
| Returns for 10 years | 88.94 | 3.77 | 2,358% |
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