PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
WMGYX
Price
$28.28
Change
+$0.41 (+1.47%)
Updated
Jul 3 closing price
Net Assets
5.02B
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PMBJX vs WMGYX

Header iconPMBJX vs WMGYX Comparison
Open Charts PMBJX vs WMGYXBanner chart's image
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
Macquarie Mid Cap Growth Y
Price$28.28
Change+$0.41 (+1.47%)
VolumeN/A
Net Assets5.02B
PMBJX vs WMGYX Comparison Chart in %
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PMBJX vs. WMGYX 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 WMGYX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. WMGYX (5.02B). 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 : 15.26 vs. WMGYX (-0.88). PMBJX return over 5 years is better than : 58.39 vs. WMGYX (-12.88).
PMBJXWMGYXPMBJX / WMGYX
Total Expense Ratio0.781.0475%
Annual Report Gross Expense Ratio0.781.2363%
Fund Existence24 years25 years-
Gain YTD7.0573.894181%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B5.02B644%
Annual Yield % from dividends0.060.00-
Returns for 1 year15.26-0.88-1,741%
Returns for 3 years51.794.201,233%
Returns for 5 years58.39-12.88-453%
Returns for 10 years100.4617.98559%
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