PMBMX
Price
$41.58
Change
-$0.64 (-1.52%)
Updated
Jun 13 closing price
Net Assets
30.56B
WMGYX
Price
$26.54
Change
-$0.54 (-1.99%)
Updated
Jun 13 closing price
Net Assets
4.87B
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PMBMX vs WMGYX

Header iconPMBMX vs WMGYX Comparison
Open Charts PMBMX vs WMGYXBanner chart's image
Principal MidCap R3
Price$41.58
Change-$0.64 (-1.52%)
VolumeN/A
Net Assets30.56B
Macquarie Mid Cap Growth Y
Price$26.54
Change-$0.54 (-1.99%)
VolumeN/A
Net Assets4.87B
PMBMX vs WMGYX Comparison Chart
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PMBMX vs. WMGYX 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 WMGYX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.6B vs. WMGYX (4.87B). 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 : 9.71 vs. WMGYX (-8.20). PMBMX return over 5 years is better than : 50.58 vs. WMGYX (-13.49).
PMBMXWMGYXPMBMX / WMGYX
Total Expense Ratio1.141.04110%
Annual Report Gross Expense Ratio1.141.2393%
Fund Existence25 years25 years-
Gain YTD1.787-2.498-72%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets30.6B4.87B628%
Annual Yield % from dividends0.020.00-
Returns for 1 year9.71-8.20-118%
Returns for 3 years47.38-0.15-31,482%
Returns for 5 years50.58-13.49-375%
Returns for 10 years83.548.59972%
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