PMBCX
Price
$37.40
Change
+$0.38 (+1.03%)
Updated
Jul 3 closing price
Net Assets
32.28B
WFDRX
Price
$32.54
Change
+$0.31 (+0.96%)
Updated
Jul 3 closing price
Net Assets
965.18M
Interact to see
Advertisement

PMBCX vs WFDRX

Header iconPMBCX vs WFDRX Comparison
Open Charts PMBCX vs WFDRXBanner 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 R6
Price$32.54
Change+$0.31 (+0.96%)
VolumeN/A
Net Assets965.18M
PMBCX vs WFDRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
PMBCX vs. WFDRX commentary
Jul 05, 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 WFDRX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 32.3B vs. WFDRX (965M). PMBCX (0.00) and WFDRX (0.00) have matching dividends . PMBCX was incepted earlier than WFDRX: PMBCX (18 years) vs WFDRX (12 years). PMBCX (1.75) is less costly to investors than WFDRX (0.82). WFDRX is a more actively managed with annual turnover of: 64.00 vs. PMBCX (10.50). WFDRX has a lower initial minimum investment than PMBCX: WFDRX (0) vs PMBCX (1000). PMBCX annual gain was more profitable for investors over the last year : 13.57 vs. WFDRX (4.33). PMBCX return over 5 years is better than : 47.59 vs. WFDRX (-17.31).
PMBCXWFDRXPMBCX / WFDRX
Total Expense Ratio1.750.79222%
Annual Report Gross Expense Ratio1.750.82213%
Fund Existence18 years12 years-
Gain YTD6.5532.942223%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B965M3,347%
Annual Yield % from dividends0.000.00-
Returns for 1 year13.574.33314%
Returns for 3 years45.5836.21126%
Returns for 5 years47.59-17.31-275%
Returns for 10 years75.67-9.91-763%
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 %
CWS70.830.53
+0.76%
AdvisorShares Focused Equity ETF
STXM27.000.19
+0.72%
Strive Mid-Cap ETF
AVUV95.010.39
+0.41%
Avantis US Small Cap Value ETF
FMHI46.790.06
+0.12%
First Trust Municipal High Income ETF
XRLV55.02N/A
N/A
Invesco S&P 500® ex-Rate Snsv LowVol ETF