PMBJX
Price
$39.00
Change
+$0.15 (+0.39%)
Updated
Apr 17 closing price
Net Assets
28.35B
WFDAX
Price
$22.20
Change
+$0.08 (+0.36%)
Updated
Apr 17 closing price
Net Assets
846.46M
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PMBJX vs WFDAX

Header iconPMBJX vs WFDAX Comparison
Open Charts PMBJX vs WFDAXBanner chart's image
Principal MidCap J
Price$39.00
Change+$0.15 (+0.39%)
VolumeN/A
Net Assets28.35B
Allspring SMID Cap Growth Fund - Cl A
Price$22.20
Change+$0.08 (+0.36%)
VolumeN/A
Net Assets846.46M
PMBJX vs WFDAX Comparison Chart
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PMBJX vs. WFDAX commentary
Apr 19, 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: 28.4B vs. WFDAX (846M). 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 : 7.00 vs. WFDAX (-10.45). PMBJX return over 5 years is better than : 60.33 vs. WFDAX (-22.92).
PMBJXWFDAXPMBJX / WFDAX
Total Expense Ratio0.781.2164%
Annual Report Gross Expense Ratio0.781.2463%
Fund Existence24 years18 years-
Gain YTD-4.435-13.55133%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets28.4B846M3,357%
Annual Yield % from dividends0.060.00-
Returns for 1 year7.00-10.45-67%
Returns for 3 years18.40-8.53-216%
Returns for 5 years60.33-22.92-263%
Returns for 10 years75.90-34.84-218%
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