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PMBJX vs WMGRX
PMBJX vs WMGRX Comparison
Open Charts PMBJX vs WMGRX
Macquarie Mid Cap Growth R
Price$22.82
Change-$0.47 (-2.02%)
VolumeN/A
Net Assets4.87B
PMBJX vs WMGRX Comparison Chart
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PMBJX vs. WMGRX 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 WMGRX is a Hold.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.6B vs. WMGRX (4.87B). PMBJX pays higher dividends than WMGRX: PMBJX (0.06) vs WMGRX (0.00). PMBJX was incepted earlier than WMGRX: PMBJX (24 years) vs WMGRX (19 years). WMGRX (1.48) is less costly to investors than PMBJX (0.78). WMGRX is a more actively managed with annual turnover of: 27.00 vs. PMBJX (10.50). WMGRX has a lower initial minimum investment than PMBJX: WMGRX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : 10.12 vs. WMGRX (-9.34). PMBJX return over 5 years is better than : 53.13 vs. WMGRX (-18.99).
| PMBJX | WMGRX | PMBJX / WMGRX | |
| Total Expense Ratio | 0.78 | 1.29 | 60% |
| Annual Report Gross Expense Ratio | 0.78 | 1.48 | 53% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 1.960 | -2.604 | -75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| 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 | -9.34 | -108% |
| Returns for 3 years | 48.96 | -4.00 | -1,225% |
| Returns for 5 years | 53.13 | -18.99 | -280% |
| Returns for 10 years | 88.94 | -1.81 | -4,921% |
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