PMBJX
Price
$44.34
Change
+$0.32 (+0.73%)
Updated
Jul 25 closing price
Net Assets
33.21B
WFDRX
Price
$32.68
Change
+$0.49 (+1.52%)
Updated
Jul 25 closing price
Net Assets
958.06M
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PMBJX vs WFDRX

Header iconPMBJX vs WFDRX Comparison
Open Charts PMBJX vs WFDRXBanner 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 R6
Price$32.68
Change+$0.49 (+1.52%)
VolumeN/A
Net Assets958.06M
PMBJX vs WFDRX Comparison Chart in %
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PMBJX vs. WFDRX 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 WFDRX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B vs. WFDRX (958M). 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 : 13.47 vs. WFDRX (3.94). PMBJX return over 5 years is better than : 55.02 vs. WFDRX (-18.65).
PMBJXWFDRXPMBJX / WFDRX
Total Expense Ratio0.780.7999%
Annual Report Gross Expense Ratio0.780.8295%
Fund Existence24 years12 years-
Gain YTD8.6503.385256%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B958M3,466%
Annual Yield % from dividends0.060.00-
Returns for 1 year13.473.94342%
Returns for 3 years48.8830.30161%
Returns for 5 years55.02-18.65-295%
Returns for 10 years103.26-9.95-1,038%
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