PMBMX
Price
$44.29
Change
+$0.31 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
WGUSX
Price
$15.31
Change
+$0.12 (+0.79%)
Updated
Jul 25 closing price
Net Assets
30.48M
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PMBMX vs WGUSX

Header iconPMBMX vs WGUSX Comparison
Open Charts PMBMX vs WGUSXBanner chart's image
Principal MidCap R3
Price$44.29
Change+$0.31 (+0.70%)
VolumeN/A
Net Assets33.21B
Wasatch US Select Inst
Price$15.31
Change+$0.12 (+0.79%)
VolumeN/A
Net Assets30.48M
PMBMX vs WGUSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. WGUSX (30.5M). PMBMX pays higher dividends than WGUSX: PMBMX (0.02) vs WGUSX (0.00). PMBMX was incepted earlier than WGUSX: PMBMX (25 years) vs WGUSX (3 years). WGUSX (1.26) is less costly to investors than PMBMX (1.14). WGUSX is a more actively managed with annual turnover of: 36.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than WGUSX: PMBMX (0) vs WGUSX (100000). PMBMX annual gain was more profitable for investors over the last year : 13.04 vs. WGUSX (6.17).
PMBMXWGUSXPMBMX / WGUSX
Total Expense Ratio1.140.86133%
Annual Report Gross Expense Ratio1.141.2690%
Fund Existence25 years3 years-
Gain YTD8.4212.545331%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B30.5M108,852%
Annual Yield % from dividends0.020.00-
Returns for 1 year13.046.17211%
Returns for 3 years47.2744.57106%
Returns for 5 years52.44N/A-
Returns for 10 years97.42N/A-
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