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PMBPX vs WMGRX
PMBPX vs WMGRX Comparison
Open Charts PMBPX vs WMGRX
Macquarie Mid Cap Growth R
Price$22.82
Change-$0.47 (-2.02%)
VolumeN/A
Net Assets4.87B
PMBPX vs WMGRX Comparison Chart
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PMBPX vs. WMGRX 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 WMGRX is a Hold.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. WMGRX (4.87B). PMBPX pays higher dividends than WMGRX: PMBPX (0.01) vs WMGRX (0.00). PMBPX was incepted earlier than WMGRX: PMBPX (25 years) vs WMGRX (19 years). WMGRX (1.48) is less costly to investors than PMBPX (0.83). WMGRX is a more actively managed with annual turnover of: 27.00 vs. PMBPX (10.50). PMBPX (0) and WMGRX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 10.26 vs. WMGRX (-9.34). PMBPX return over 5 years is better than : 54.31 vs. WMGRX (-18.99).
| PMBPX | WMGRX | PMBPX / WMGRX | |
| Total Expense Ratio | 0.83 | 1.29 | 64% |
| Annual Report Gross Expense Ratio | 0.83 | 1.48 | 56% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 1.933 | -2.604 | -74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.6B | 4.87B | 628% |
| Annual Yield % from dividends | 0.01 | 0.00 | - |
| Returns for 1 year | 10.26 | -9.34 | -110% |
| Returns for 3 years | 49.52 | -4.00 | -1,239% |
| Returns for 5 years | 54.31 | -18.99 | -286% |
| Returns for 10 years | 92.68 | -1.81 | -5,128% |
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