PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
WMGCX
Price
$17.76
Change
+$0.25 (+1.43%)
Updated
Jul 3 closing price
Net Assets
5.02B
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PMBPX vs WMGCX

Header iconPMBPX vs WMGCX Comparison
Open Charts PMBPX vs WMGCXBanner chart's image
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
Macquarie Mid Cap Growth C
Price$17.76
Change+$0.25 (+1.43%)
VolumeN/A
Net Assets5.02B
PMBPX vs WMGCX Comparison Chart in %
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PMBPX vs. WMGCX 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 PMBPX is a StrongBuy and WMGCX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. WMGCX (5.02B). PMBPX pays higher dividends than WMGCX: PMBPX (0.01) vs WMGCX (0.00). PMBPX was incepted earlier than WMGCX: PMBPX (25 years) vs WMGCX (25 years). WMGCX (1.98) is less costly to investors than PMBPX (0.83). WMGCX is a more actively managed with annual turnover of: 27.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than WMGCX: PMBPX (0) vs WMGCX (1000). PMBPX annual gain was more profitable for investors over the last year : 15.41 vs. WMGCX (-5.03). PMBPX return over 5 years is better than : 59.60 vs. WMGCX (-29.64).
PMBPXWMGCXPMBPX / WMGCX
Total Expense Ratio0.831.7946%
Annual Report Gross Expense Ratio0.831.9842%
Fund Existence25 years25 years-
Gain YTD7.0413.436205%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B5.02B644%
Annual Yield % from dividends0.010.00-
Returns for 1 year15.41-5.03-307%
Returns for 3 years52.39-8.69-603%
Returns for 5 years59.60-29.64-201%
Returns for 10 years104.46-13.74-760%
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