PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
WMGYX
Price
$28.28
Change
+$0.41 (+1.47%)
Updated
Jul 3 closing price
Net Assets
5.02B
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PMBMX vs WMGYX

Header iconPMBMX vs WMGYX Comparison
Open Charts PMBMX vs WMGYXBanner chart's image
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
Macquarie Mid Cap Growth Y
Price$28.28
Change+$0.41 (+1.47%)
VolumeN/A
Net Assets5.02B
PMBMX vs WMGYX Comparison Chart in %
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PMBMX vs. WMGYX 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 WMGYX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. WMGYX (5.02B). 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: 27.00 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 : 14.80 vs. WMGYX (-0.88). PMBMX return over 5 years is better than : 55.71 vs. WMGYX (-12.88).
PMBMXWMGYXPMBMX / WMGYX
Total Expense Ratio1.141.04110%
Annual Report Gross Expense Ratio1.141.2393%
Fund Existence25 years25 years-
Gain YTD6.8543.894176%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B5.02B644%
Annual Yield % from dividends0.020.00-
Returns for 1 year14.80-0.88-1,689%
Returns for 3 years50.194.201,195%
Returns for 5 years55.71-12.88-433%
Returns for 10 years94.7417.98527%
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