PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
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
Interact to see
Advertisement

PMBJX vs WFDAX

Header iconPMBJX vs WFDAX Comparison
Open Charts PMBJX vs WFDAXBanner chart's image
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
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
PMBJX vs WFDAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
PMBJX 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 PMBJX is a StrongBuy and WFDAX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. WFDAX (965M). 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 : 15.26 vs. WFDAX (2.29). PMBJX return over 5 years is better than : 58.39 vs. WFDAX (-24.56).
PMBJXWFDAXPMBJX / WFDAX
Total Expense Ratio0.781.2164%
Annual Report Gross Expense Ratio0.781.2463%
Fund Existence24 years18 years-
Gain YTD7.0572.765255%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B965M3,347%
Annual Yield % from dividends0.060.00-
Returns for 1 year15.262.29667%
Returns for 3 years51.7932.15161%
Returns for 5 years58.39-24.56-238%
Returns for 10 years100.46-23.17-434%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
AMNF8.250.05
+0.61%
Armanino Foods of Distinction, Inc.
MCUJF0.91N/A
N/A
Medicure Inc.
SUUIF5.82N/A
N/A
Superior Plus Corp.
SLMNP842.58N/A
N/A
LYONDELLBASELL ADVANCED POLYMERS INC.
ZLNDY16.52-0.19
-1.14%
ZALANDO SE