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PMBMX vs WMGRX
PMBMX vs WMGRX Comparison
Open Charts PMBMX vs WMGRX
Macquarie Mid Cap Growth R
Price$22.82
Change-$0.47 (-2.02%)
VolumeN/A
Net Assets4.87B
PMBMX vs WMGRX Comparison Chart
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PMBMX vs. WMGRX 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 WMGRX is a Hold.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.6B vs. WMGRX (4.87B). PMBMX pays higher dividends than WMGRX: PMBMX (0.02) vs WMGRX (0.00). PMBMX was incepted earlier than WMGRX: PMBMX (25 years) vs WMGRX (19 years). WMGRX (1.48) is less costly to investors than PMBMX (1.14). WMGRX is a more actively managed with annual turnover of: 27.00 vs. PMBMX (10.50). PMBMX (0) and WMGRX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : 9.71 vs. WMGRX (-9.34). PMBMX return over 5 years is better than : 50.58 vs. WMGRX (-18.99).
| PMBMX | WMGRX | PMBMX / WMGRX | |
| Total Expense Ratio | 1.14 | 1.29 | 88% |
| Annual Report Gross Expense Ratio | 1.14 | 1.48 | 77% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 1.787 | -2.604 | -69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.6B | 4.87B | 628% |
| Annual Yield % from dividends | 0.02 | 0.00 | - |
| Returns for 1 year | 9.71 | -9.34 | -104% |
| Returns for 3 years | 47.38 | -4.00 | -1,185% |
| Returns for 5 years | 50.58 | -18.99 | -266% |
| Returns for 10 years | 83.54 | -1.81 | -4,622% |
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