PMBJX
Price
$41.61
Change
-$0.64 (-1.51%)
Updated
Jun 13 closing price
Net Assets
30.56B
WMGYX
Price
$26.54
Change
-$0.54 (-1.99%)
Updated
Jun 13 closing price
Net Assets
4.87B
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PMBJX vs WMGYX

Header iconPMBJX vs WMGYX Comparison
Open Charts PMBJX vs WMGYXBanner chart's image
Principal MidCap J
Price$41.61
Change-$0.64 (-1.51%)
VolumeN/A
Net Assets30.56B
Macquarie Mid Cap Growth Y
Price$26.54
Change-$0.54 (-1.99%)
VolumeN/A
Net Assets4.87B
PMBJX vs WMGYX Comparison Chart
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PMBJX vs. WMGYX 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 WMGYX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.6B vs. WMGYX (4.87B). PMBJX pays higher dividends than WMGYX: PMBJX (0.06) vs WMGYX (0.00). PMBJX was incepted earlier than WMGYX: PMBJX (24 years) vs WMGYX (25 years). WMGYX (1.23) is less costly to investors than PMBJX (0.78). WMGYX is a more actively managed with annual turnover of: 27.00 vs. PMBJX (10.50). WMGYX has a lower initial minimum investment than PMBJX: WMGYX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : 10.12 vs. WMGYX (-8.20). PMBJX return over 5 years is better than : 53.13 vs. WMGYX (-13.49).
PMBJXWMGYXPMBJX / WMGYX
Total Expense Ratio0.781.0475%
Annual Report Gross Expense Ratio0.781.2363%
Fund Existence24 years25 years-
Gain YTD1.960-2.498-78%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.6B4.87B628%
Annual Yield % from dividends0.060.00-
Returns for 1 year10.12-8.20-123%
Returns for 3 years48.96-0.15-32,536%
Returns for 5 years53.13-13.49-394%
Returns for 10 years88.948.591,035%
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