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PMBJX vs WMGRX
PMBJX vs WMGRX Comparison
Open Charts PMBJX vs WMGRX
Macquarie Mid Cap Growth R
Price$25.04
Change+$0.25 (+1.01%)
VolumeN/A
Net Assets5.04B
PMBJX vs WMGRX Comparison Chart in %
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PMBJX vs. WMGRX commentary
Jul 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B vs. WMGRX (5.04B). PMBJX pays higher dividends than WMGRX: PMBJX (0.06) vs WMGRX (0.00). PMBJX was incepted earlier than WMGRX: PMBJX (24 years) vs WMGRX (20 years). WMGRX (1.48) is less costly to investors than PMBJX (0.78). WMGRX is a more actively managed with annual turnover of: 42.00 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 : 13.47 vs. WMGRX (1.87). PMBJX return over 5 years is better than : 55.02 vs. WMGRX (-20.05).
| 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 | 20 years | - |
| Gain YTD | 8.650 | 6.872 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.2B | 5.04B | 659% |
| Annual Yield % from dividends | 0.06 | 0.00 | - |
| Returns for 1 year | 13.47 | 1.87 | 720% |
| Returns for 3 years | 48.88 | -1.22 | -3,997% |
| Returns for 5 years | 55.02 | -20.05 | -274% |
| Returns for 10 years | 103.26 | 10.75 | 961% |
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