PMBJX
Price
$42.63
Change
-$0.38 (-0.88%)
Updated
May 20 closing price
Net Assets
31.58B
WFDAX
Price
$25.51
Change
-$0.06 (-0.23%)
Updated
May 20 closing price
Net Assets
956.11M
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PMBJX vs WFDAX

Header iconPMBJX vs WFDAX Comparison
Open Charts PMBJX vs WFDAXBanner chart's image
Principal MidCap J
Price$42.63
Change-$0.38 (-0.88%)
VolumeN/A
Net Assets31.58B
Allspring SMID Cap Growth Fund - Cl A
Price$25.51
Change-$0.06 (-0.23%)
VolumeN/A
Net Assets956.11M
PMBJX vs WFDAX Comparison Chart
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PMBJX vs. WFDAX commentary
May 22, 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 Buy and WFDAX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.6B vs. WFDAX (956M). PMBJX pays higher dividends than WFDAX: PMBJX (0.06) vs WFDAX (0.00). PMBJX was incepted earlier than WFDAX: PMBJX (24 years) vs WFDAX (18 years). WFDAX (1.24) is less costly to investors than PMBJX (0.78). WFDAX is a more actively managed with annual turnover of: 64.00 vs. PMBJX (10.50). PMBJX (1000) and WFDAX (1000) have matching initial minimum investment requirements. PMBJX annual gain was more profitable for investors over the last year : 10.11 vs. WFDAX (-3.95). PMBJX return over 5 years is better than : 66.95 vs. WFDAX (-21.31).
PMBJXWFDAXPMBJX / WFDAX
Total Expense Ratio0.781.2164%
Annual Report Gross Expense Ratio0.781.2463%
Fund Existence24 years18 years-
Gain YTD4.460-0.662-674%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets31.6B956M3,305%
Annual Yield % from dividends0.060.00-
Returns for 1 year10.11-3.95-256%
Returns for 3 years45.1927.61164%
Returns for 5 years66.95-21.31-314%
Returns for 10 years90.99-25.69-354%
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