PMBMX
Price
$41.58
Change
-$0.64 (-1.52%)
Updated
Jun 13 closing price
Net Assets
30.56B
WMGAX
Price
$24.49
Change
-$0.50 (-2.00%)
Updated
Jun 13 closing price
Net Assets
4.87B
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PMBMX vs WMGAX

Header iconPMBMX vs WMGAX Comparison
Open Charts PMBMX vs WMGAXBanner chart's image
Principal MidCap R3
Price$41.58
Change-$0.64 (-1.52%)
VolumeN/A
Net Assets30.56B
Macquarie Mid Cap Growth A
Price$24.49
Change-$0.50 (-2.00%)
VolumeN/A
Net Assets4.87B
PMBMX vs WMGAX Comparison Chart
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PMBMX vs. WMGAX commentary
Jun 16, 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 Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.6B vs. WMGAX (4.87B). 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 : 9.71 vs. WMGAX (-8.69). PMBMX return over 5 years is better than : 50.58 vs. WMGAX (-16.02).
PMBMXWMGAXPMBMX / WMGAX
Total Expense Ratio1.141.04110%
Annual Report Gross Expense Ratio1.141.2393%
Fund Existence25 years25 years-
Gain YTD1.787-2.508-71%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.6B4.87B628%
Annual Yield % from dividends0.020.00-
Returns for 1 year9.71-8.69-112%
Returns for 3 years47.38-1.84-2,570%
Returns for 5 years50.58-16.02-316%
Returns for 10 years83.543.772,215%
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