PMBJX
Price
$41.61
Change
-$0.64 (-1.51%)
Updated
Jun 13 closing price
Net Assets
30.56B
WFDRX
Price
$31.04
Change
-$0.51 (-1.62%)
Updated
Jun 13 closing price
Net Assets
932.62M
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PMBJX vs WFDRX

Header iconPMBJX vs WFDRX Comparison
Open Charts PMBJX vs WFDRXBanner 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 R6
Price$31.04
Change-$0.51 (-1.62%)
VolumeN/A
Net Assets932.62M
PMBJX vs WFDRX Comparison Chart
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PMBJX vs. WFDRX commentary
Jun 15, 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 WFDRX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.6B vs. WFDRX (933M). PMBJX pays higher dividends than WFDRX: PMBJX (0.06) vs WFDRX (0.00). PMBJX was incepted earlier than WFDRX: PMBJX (24 years) vs WFDRX (12 years). WFDRX (0.82) and PMBJX (0.78) have similar cost to investors . WFDRX is a more actively managed with annual turnover of: 64.00 vs. PMBJX (10.50). WFDRX has a lower initial minimum investment than PMBJX: WFDRX (0) vs PMBJX (1000). PMBJX annual gain was more profitable for investors over the last year : 10.12 vs. WFDRX (0.71). PMBJX return over 5 years is better than : 53.13 vs. WFDRX (-15.81).
PMBJXWFDRXPMBJX / WFDRX
Total Expense Ratio0.780.7999%
Annual Report Gross Expense Ratio0.780.8295%
Fund Existence24 years12 years-
Gain YTD1.960-1.803-109%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.6B933M3,280%
Annual Yield % from dividends0.060.00-
Returns for 1 year10.120.711,417%
Returns for 3 years48.9637.16132%
Returns for 5 years53.13-15.81-336%
Returns for 10 years88.94-14.80-601%
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