PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
WAUSX
Price
$15.23
Change
+$0.18 (+1.20%)
Updated
Jul 3 closing price
Net Assets
30.93M
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PMBMX vs WAUSX

Header iconPMBMX vs WAUSX Comparison
Open Charts PMBMX vs WAUSXBanner chart's image
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
Wasatch US Select Investor
Price$15.23
Change+$0.18 (+1.20%)
VolumeN/A
Net Assets30.93M
PMBMX vs WAUSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. WAUSX (30.9M). PMBMX pays higher dividends than WAUSX: PMBMX (0.02) vs WAUSX (0.00). PMBMX was incepted earlier than WAUSX: PMBMX (25 years) vs WAUSX (3 years). WAUSX (1.75) is less costly to investors than PMBMX (1.14). WAUSX is a more actively managed with annual turnover of: 31.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than WAUSX: PMBMX (0) vs WAUSX (2000). PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. WAUSX (7.10).
PMBMXWAUSXPMBMX / WAUSX
Total Expense Ratio1.141.01113%
Annual Report Gross Expense Ratio1.141.7565%
Fund Existence25 years3 years-
Gain YTD6.8542.283300%
Front LoadN/AN/A-
Min. Initial Investment02000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B30.9M104,531%
Annual Yield % from dividends0.020.00-
Returns for 1 year14.807.10208%
Returns for 3 years50.1949.46101%
Returns for 5 years55.71N/A-
Returns for 10 years94.74N/A-
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