PMBMX
Price
$44.29
Change
+$0.31 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
WMGYX
Price
$29.13
Change
+$0.29 (+1.01%)
Updated
Jul 25 closing price
Net Assets
5.04B
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PMBMX vs WMGYX

Header iconPMBMX vs WMGYX Comparison
Open Charts PMBMX vs WMGYXBanner chart's image
Principal MidCap R3
Price$44.29
Change+$0.31 (+0.70%)
VolumeN/A
Net Assets33.21B
Macquarie Mid Cap Growth Y
Price$29.13
Change+$0.29 (+1.01%)
VolumeN/A
Net Assets5.04B
PMBMX vs WMGYX Comparison Chart in %
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PMBMX vs. WMGYX 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 WMGYX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. WMGYX (5.04B). PMBMX pays higher dividends than WMGYX: PMBMX (0.02) vs WMGYX (0.00). PMBMX was incepted earlier than WMGYX: PMBMX (25 years) vs WMGYX (25 years). WMGYX (1.23) is less costly to investors than PMBMX (1.14). WMGYX is a more actively managed with annual turnover of: 42.00 vs. PMBMX (10.50). PMBMX (0) and WMGYX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : 13.04 vs. WMGYX (3.12). PMBMX return over 5 years is better than : 52.44 vs. WMGYX (-14.65).
PMBMXWMGYXPMBMX / WMGYX
Total Expense Ratio1.141.04110%
Annual Report Gross Expense Ratio1.141.2393%
Fund Existence25 years25 years-
Gain YTD8.4217.017120%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B5.04B659%
Annual Yield % from dividends0.020.00-
Returns for 1 year13.043.12419%
Returns for 3 years47.272.721,741%
Returns for 5 years52.44-14.65-358%
Returns for 10 years97.4222.45434%
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