PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
WMGAX
Price
$26.09
Change
+$0.37 (+1.44%)
Updated
Jul 3 closing price
Net Assets
5.02B
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PMBMX vs WMGAX

Header iconPMBMX vs WMGAX Comparison
Open Charts PMBMX vs WMGAXBanner chart's image
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
Macquarie Mid Cap Growth A
Price$26.09
Change+$0.37 (+1.44%)
VolumeN/A
Net Assets5.02B
PMBMX vs WMGAX Comparison Chart in %
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PMBMX vs. WMGAX 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 PMBMX is a StrongBuy and WMGAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. WMGAX (5.02B). PMBMX pays higher dividends than WMGAX: PMBMX (0.02) vs WMGAX (0.00). PMBMX was incepted earlier than WMGAX: PMBMX (25 years) vs WMGAX (25 years). WMGAX (1.23) is less costly to investors than PMBMX (1.14). WMGAX is a more actively managed with annual turnover of: 27.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than WMGAX: PMBMX (0) vs WMGAX (1000). PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. WMGAX (-1.40). PMBMX return over 5 years is better than : 55.71 vs. WMGAX (-15.43).
PMBMXWMGAXPMBMX / WMGAX
Total Expense Ratio1.141.04110%
Annual Report Gross Expense Ratio1.141.2393%
Fund Existence25 years25 years-
Gain YTD6.8543.861178%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B5.02B644%
Annual Yield % from dividends0.020.00-
Returns for 1 year14.80-1.40-1,059%
Returns for 3 years50.192.432,062%
Returns for 5 years55.71-15.43-361%
Returns for 10 years94.7412.70746%
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