PMBJX
Price
$44.34
Change
+$0.32 (+0.73%)
Updated
Jul 25 closing price
Net Assets
33.21B
SEPKX
Price
$59.66
Change
+$0.75 (+1.27%)
Updated
Jul 25 closing price
Net Assets
653.11M
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PMBJX vs SEPKX

Header iconPMBJX vs SEPKX Comparison
Open Charts PMBJX vs SEPKXBanner chart's image
Principal MidCap J
Price$44.34
Change+$0.32 (+0.73%)
VolumeN/A
Net Assets33.21B
Allspring Mid Cap Growth Fund - Cl Admin
Price$59.66
Change+$0.75 (+1.27%)
VolumeN/A
Net Assets653.11M
PMBJX vs SEPKX Comparison Chart in %
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PMBJX vs. SEPKX commentary
Jul 28, 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 PMBJX is a StrongBuy and SEPKX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B vs. SEPKX (653M). PMBJX pays higher dividends than SEPKX: PMBJX (0.06) vs SEPKX (0.00). PMBJX was incepted earlier than SEPKX: PMBJX (24 years) vs SEPKX (23 years). SEPKX (1.16) is less costly to investors than PMBJX (0.78). SEPKX is a more actively managed with annual turnover of: 57.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than SEPKX: PMBJX (1000) vs SEPKX (1000000). SEPKX annual gain was more profitable for investors over the last year : 14.66 vs. PMBJX (13.47). PMBJX return over 5 years is better than : 55.02 vs. SEPKX (-3.59).
PMBJXSEPKXPMBJX / SEPKX
Total Expense Ratio0.781.1071%
Annual Report Gross Expense Ratio0.781.1667%
Fund Existence24 years23 years-
Gain YTD8.65013.01466%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B653M5,084%
Annual Yield % from dividends0.060.00-
Returns for 1 year13.4714.6692%
Returns for 3 years48.8841.74117%
Returns for 5 years55.02-3.59-1,534%
Returns for 10 years103.2622.05468%
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