PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
WMGYX
Price
$29.13
Change
+$0.29 (+1.01%)
Updated
Jul 25 closing price
Net Assets
5.04B
Interact to see
Advertisement

PMBPX vs WMGYX

Header iconPMBPX vs WMGYX Comparison
Open Charts PMBPX vs WMGYXBanner chart's image
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
Macquarie Mid Cap Growth Y
Price$29.13
Change+$0.29 (+1.01%)
VolumeN/A
Net Assets5.04B
PMBPX vs WMGYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
PMBPX vs. WMGYX commentary
Jul 27, 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 WMGYX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. WMGYX (5.04B). PMBPX pays higher dividends than WMGYX: PMBPX (0.01) vs WMGYX (0.00). PMBPX was incepted earlier than WMGYX: PMBPX (25 years) vs WMGYX (25 years). WMGYX (1.23) is less costly to investors than PMBPX (0.83). WMGYX is a more actively managed with annual turnover of: 42.00 vs. PMBPX (10.50). PMBPX (0) and WMGYX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 13.61 vs. WMGYX (3.12). PMBPX return over 5 years is better than : 56.25 vs. WMGYX (-14.65).
PMBPXWMGYXPMBPX / WMGYX
Total Expense Ratio0.831.0480%
Annual Report Gross Expense Ratio0.831.2367%
Fund Existence25 years25 years-
Gain YTD8.6067.017123%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B5.04B659%
Annual Yield % from dividends0.010.00-
Returns for 1 year13.613.12437%
Returns for 3 years49.382.721,819%
Returns for 5 years56.25-14.65-384%
Returns for 10 years107.2722.45478%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
TGONF17.000.53
+3.25%
Tetragon Financial Group
GIGB45.810.13
+0.27%
Goldman Sachs Acss Invmt Grd Corp Bd ETF
BDGS33.200.04
+0.12%
Bridges Capital Tactical ETF
DFE70.86-0.02
-0.02%
WisdomTree Europe SmallCap Dividend ETF
VSS137.11-0.13
-0.09%
Vanguard FTSE All-Wld ex-US SmCp ETF