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PMBMX vs WMGRX
PMBMX vs WMGRX Comparison
Open Charts PMBMX vs WMGRX
Macquarie Mid Cap Growth R
Price$25.04
Change+$0.25 (+1.01%)
VolumeN/A
Net Assets5.04B
PMBMX vs WMGRX Comparison Chart in %
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PMBMX vs. WMGRX commentary
Jul 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. WMGRX (5.04B). PMBMX pays higher dividends than WMGRX: PMBMX (0.02) vs WMGRX (0.00). PMBMX was incepted earlier than WMGRX: PMBMX (25 years) vs WMGRX (20 years). WMGRX (1.48) is less costly to investors than PMBMX (1.14). WMGRX is a more actively managed with annual turnover of: 42.00 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 : 13.04 vs. WMGRX (1.87). PMBMX return over 5 years is better than : 52.44 vs. WMGRX (-20.05).
| 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 | 20 years | - |
| Gain YTD | 8.421 | 6.872 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.2B | 5.04B | 659% |
| Annual Yield % from dividends | 0.02 | 0.00 | - |
| Returns for 1 year | 13.04 | 1.87 | 697% |
| Returns for 3 years | 47.27 | -1.22 | -3,866% |
| Returns for 5 years | 52.44 | -20.05 | -262% |
| Returns for 10 years | 97.42 | 10.75 | 906% |
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