PMBCX
Price
$37.40
Change
+$0.38 (+1.03%)
Updated
Jul 3 closing price
Net Assets
32.28B
WFDAX
Price
$26.39
Change
+$0.26 (+1.00%)
Updated
Jul 3 closing price
Net Assets
965.18M
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PMBCX vs WFDAX

Header iconPMBCX vs WFDAX Comparison
Open Charts PMBCX vs WFDAXBanner chart's image
Principal MidCap C
Price$37.40
Change+$0.38 (+1.03%)
VolumeN/A
Net Assets32.28B
Allspring SMID Cap Growth Fund - Cl A
Price$26.39
Change+$0.26 (+1.00%)
VolumeN/A
Net Assets965.18M
PMBCX vs WFDAX Comparison Chart in %
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PMBCX vs. WFDAX 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 PMBCX is a StrongBuy and WFDAX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 32.3B vs. WFDAX (965M). PMBCX (0.00) and WFDAX (0.00) have matching dividends . PMBCX was incepted earlier than WFDAX: PMBCX (18 years) vs WFDAX (18 years). PMBCX (1.75) is less costly to investors than WFDAX (1.24). WFDAX is a more actively managed with annual turnover of: 64.00 vs. PMBCX (10.50). PMBCX (1000) and WFDAX (1000) have matching initial minimum investment requirements. PMBCX annual gain was more profitable for investors over the last year : 13.57 vs. WFDAX (2.29). PMBCX return over 5 years is better than : 47.59 vs. WFDAX (-24.56).
PMBCXWFDAXPMBCX / WFDAX
Total Expense Ratio1.751.21145%
Annual Report Gross Expense Ratio1.751.24141%
Fund Existence18 years18 years-
Gain YTD6.5532.765237%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B965M3,347%
Annual Yield % from dividends0.000.00-
Returns for 1 year13.572.29594%
Returns for 3 years45.5832.15142%
Returns for 5 years47.59-24.56-194%
Returns for 10 years75.67-23.17-327%
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