PMBJX
Price
$44.34
Change
+$0.32 (+0.73%)
Updated
Jul 25 closing price
Net Assets
33.21B
WFDAX
Price
$26.49
Change
+$0.39 (+1.49%)
Updated
Jul 25 closing price
Net Assets
958.06M
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PMBJX vs WFDAX

Header iconPMBJX vs WFDAX Comparison
Open Charts PMBJX vs WFDAXBanner chart's image
Principal MidCap J
Price$44.34
Change+$0.32 (+0.73%)
VolumeN/A
Net Assets33.21B
Allspring SMID Cap Growth Fund - Cl A
Price$26.49
Change+$0.39 (+1.49%)
VolumeN/A
Net Assets958.06M
PMBJX vs WFDAX Comparison Chart in %
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PMBJX vs. WFDAX 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 WFDAX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B vs. WFDAX (958M). 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 : 13.47 vs. WFDAX (1.88). PMBJX return over 5 years is better than : 55.02 vs. WFDAX (-25.80).
PMBJXWFDAXPMBJX / WFDAX
Total Expense Ratio0.781.2164%
Annual Report Gross Expense Ratio0.781.2463%
Fund Existence24 years18 years-
Gain YTD8.6503.154274%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B958M3,466%
Annual Yield % from dividends0.060.00-
Returns for 1 year13.471.88715%
Returns for 3 years48.8826.38185%
Returns for 5 years55.02-25.80-213%
Returns for 10 years103.26-23.22-445%
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