PMBJX
Price
$41.61
Change
-$0.64 (-1.51%)
Updated
Jun 13 closing price
Net Assets
30.56B
WFDAX
Price
$25.18
Change
-$0.41 (-1.60%)
Updated
Jun 13 closing price
Net Assets
932.62M
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PMBJX vs WFDAX

Header iconPMBJX vs WFDAX Comparison
Open Charts PMBJX vs WFDAXBanner chart's image
Principal MidCap J
Price$41.61
Change-$0.64 (-1.51%)
VolumeN/A
Net Assets30.56B
Allspring SMID Cap Growth Fund - Cl A
Price$25.18
Change-$0.41 (-1.60%)
VolumeN/A
Net Assets932.62M
PMBJX vs WFDAX Comparison Chart
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PMBJX vs. WFDAX commentary
Jun 16, 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: 30.6B vs. WFDAX (933M). 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 : 10.12 vs. WFDAX (-1.25). PMBJX return over 5 years is better than : 53.13 vs. WFDAX (-23.21).
PMBJXWFDAXPMBJX / WFDAX
Total Expense Ratio0.781.2164%
Annual Report Gross Expense Ratio0.781.2463%
Fund Existence24 years18 years-
Gain YTD1.960-1.947-101%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets30.6B933M3,280%
Annual Yield % from dividends0.060.00-
Returns for 1 year10.12-1.25-806%
Returns for 3 years48.9633.09148%
Returns for 5 years53.13-23.21-229%
Returns for 10 years88.94-27.35-325%
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