PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
30.56B
WMGAX
Price
$24.49
Change
-$0.50 (-2.00%)
Updated
Jun 13 closing price
Net Assets
4.87B
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PMBPX vs WMGAX

Header iconPMBPX vs WMGAX Comparison
Open Charts PMBPX vs WMGAXBanner chart's image
Principal MidCap R5
Price$44.30
Change-$0.69 (-1.53%)
VolumeN/A
Net Assets30.56B
Macquarie Mid Cap Growth A
Price$24.49
Change-$0.50 (-2.00%)
VolumeN/A
Net Assets4.87B
PMBPX vs WMGAX Comparison Chart
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PMBPX vs. WMGAX 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 PMBPX is a StrongBuy and WMGAX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. WMGAX (4.87B). PMBPX pays higher dividends than WMGAX: PMBPX (0.01) vs WMGAX (0.00). PMBPX was incepted earlier than WMGAX: PMBPX (25 years) vs WMGAX (25 years). WMGAX (1.23) is less costly to investors than PMBPX (0.83). WMGAX is a more actively managed with annual turnover of: 27.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than WMGAX: PMBPX (0) vs WMGAX (1000). PMBPX annual gain was more profitable for investors over the last year : 10.26 vs. WMGAX (-8.69). PMBPX return over 5 years is better than : 54.31 vs. WMGAX (-16.02).
PMBPXWMGAXPMBPX / WMGAX
Total Expense Ratio0.831.0480%
Annual Report Gross Expense Ratio0.831.2367%
Fund Existence25 years25 years-
Gain YTD1.933-2.508-77%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.6B4.87B628%
Annual Yield % from dividends0.010.00-
Returns for 1 year10.26-8.69-118%
Returns for 3 years49.52-1.84-2,686%
Returns for 5 years54.31-16.02-339%
Returns for 10 years92.683.772,458%
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