PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
WMGCX
Price
$17.76
Change
+$0.25 (+1.43%)
Updated
Jul 3 closing price
Net Assets
5.02B
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PMBJX vs WMGCX

Header iconPMBJX vs WMGCX Comparison
Open Charts PMBJX vs WMGCXBanner chart's image
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
Macquarie Mid Cap Growth C
Price$17.76
Change+$0.25 (+1.43%)
VolumeN/A
Net Assets5.02B
PMBJX vs WMGCX Comparison Chart in %
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PMBJX vs. WMGCX 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 WMGCX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. WMGCX (5.02B). PMBJX pays higher dividends than WMGCX: PMBJX (0.06) vs WMGCX (0.00). PMBJX was incepted earlier than WMGCX: PMBJX (24 years) vs WMGCX (25 years). WMGCX (1.98) is less costly to investors than PMBJX (0.78). WMGCX is a more actively managed with annual turnover of: 27.00 vs. PMBJX (10.50). PMBJX (1000) and WMGCX (1000) have matching initial minimum investment requirements. PMBJX annual gain was more profitable for investors over the last year : 15.26 vs. WMGCX (-5.03). PMBJX return over 5 years is better than : 58.39 vs. WMGCX (-29.64).
PMBJXWMGCXPMBJX / WMGCX
Total Expense Ratio0.781.7944%
Annual Report Gross Expense Ratio0.781.9839%
Fund Existence24 years25 years-
Gain YTD7.0573.436205%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B5.02B644%
Annual Yield % from dividends0.060.00-
Returns for 1 year15.26-5.03-303%
Returns for 3 years51.79-8.69-596%
Returns for 5 years58.39-29.64-197%
Returns for 10 years100.46-13.74-731%
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