PMBMX
Price
$44.29
Change
+$0.31 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
WAUSX
Price
$15.25
Change
+$0.11 (+0.73%)
Updated
Jul 25 closing price
Net Assets
30.48M
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PMBMX vs WAUSX

Header iconPMBMX vs WAUSX Comparison
Open Charts PMBMX vs WAUSXBanner chart's image
Principal MidCap R3
Price$44.29
Change+$0.31 (+0.70%)
VolumeN/A
Net Assets33.21B
Wasatch US Select Investor
Price$15.25
Change+$0.11 (+0.73%)
VolumeN/A
Net Assets30.48M
PMBMX vs WAUSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. WAUSX (30.5M). 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: 36.00 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 : 13.04 vs. WAUSX (5.98).
PMBMXWAUSXPMBMX / WAUSX
Total Expense Ratio1.141.01113%
Annual Report Gross Expense Ratio1.141.7565%
Fund Existence25 years3 years-
Gain YTD8.4212.418348%
Front LoadN/AN/A-
Min. Initial Investment02000-
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B30.5M108,852%
Annual Yield % from dividends0.020.00-
Returns for 1 year13.045.98218%
Returns for 3 years47.2744.00107%
Returns for 5 years52.44N/A-
Returns for 10 years97.42N/A-
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