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PMBJX vs WMGYX
PMBJX vs WMGYX Comparison
Open Charts PMBJX vs WMGYX
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.
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).
| PMBJX | WMGYX | PMBJX / WMGYX | |
| Total Expense Ratio | 0.78 | 1.04 | 75% |
| Annual Report Gross Expense Ratio | 0.78 | 1.23 | 63% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 7.057 | 3.894 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.3B | 5.02B | 644% |
| Annual Yield % from dividends | 0.06 | 0.00 | - |
| Returns for 1 year | 15.26 | -0.88 | -1,741% |
| Returns for 3 years | 51.79 | 4.20 | 1,233% |
| Returns for 5 years | 58.39 | -12.88 | -453% |
| Returns for 10 years | 100.46 | 17.98 | 559% |
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