PMBJX
Price
$44.34
Change
+$0.32 (+0.73%)
Updated
Jul 25 closing price
Net Assets
33.21B
WMGYX
Price
$29.13
Change
+$0.29 (+1.01%)
Updated
Jul 25 closing price
Net Assets
5.04B
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PMBJX vs WMGYX

Header iconPMBJX vs WMGYX Comparison
Open Charts PMBJX vs WMGYXBanner chart's image
Principal MidCap J
Price$44.34
Change+$0.32 (+0.73%)
VolumeN/A
Net Assets33.21B
Macquarie Mid Cap Growth Y
Price$29.13
Change+$0.29 (+1.01%)
VolumeN/A
Net Assets5.04B
PMBJX vs WMGYX Comparison Chart in %
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PMBJX vs. WMGYX 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 WMGYX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B vs. WMGYX (5.04B). 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: 42.00 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 : 13.47 vs. WMGYX (3.12). PMBJX return over 5 years is better than : 55.02 vs. WMGYX (-14.65).
PMBJXWMGYXPMBJX / WMGYX
Total Expense Ratio0.781.0475%
Annual Report Gross Expense Ratio0.781.2363%
Fund Existence24 years25 years-
Gain YTD8.6507.017123%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B5.04B659%
Annual Yield % from dividends0.060.00-
Returns for 1 year13.473.12432%
Returns for 3 years48.882.721,800%
Returns for 5 years55.02-14.65-376%
Returns for 10 years103.2622.45460%
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