PMBJX
Price
$37.80
Change
-$4.64 (-10.93%)
Updated
Feb 3 closing price
Net Assets
30.27B
WFDSX
Price
$29.08
Change
-$4.24 (-12.73%)
Updated
Feb 3 closing price
Net Assets
888.31M
Interact to see
Advertisement

PMBJX vs WFDSX

Header iconPMBJX vs WFDSX Comparison
Open Charts PMBJX vs WFDSXBanner chart's image
Principal MidCap J
Price$37.80
Change-$4.64 (-10.93%)
VolumeN/A
Net Assets30.27B
Allspring SMID Cap Growth Fund - Cl Inst
Price$29.08
Change-$4.24 (-12.73%)
VolumeN/A
Net Assets888.31M
PMBJX vs WFDSX Comparison Chart in %
View a ticker or compare two or three
VS
PMBJX vs. WFDSX commentary
Feb 04, 2026

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 Hold and WFDSX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.3B vs. WFDSX (888M). PMBJX (0.00) and WFDSX (0.00) have matching dividends . PMBJX was incepted earlier than WFDSX: PMBJX (25 years) vs WFDSX (19 years). WFDSX (0.92) is less costly to investors than PMBJX (0.78). WFDSX is a more actively managed with annual turnover of: 74.00 vs. PMBJX (13.70). PMBJX has a lower initial minimum investment than WFDSX: PMBJX (1000) vs WFDSX (1000000). WFDSX annual gain was more profitable for investors over the last year : -9.35 vs. PMBJX (-11.50). PMBJX return over 5 years is better than : 11.44 vs. WFDSX (-48.07).
PMBJXWFDSXPMBJX / WFDSX
Total Expense Ratio0.780.8988%
Annual Report Gross Expense Ratio0.780.9285%
Fund Existence25 years19 years-
Gain YTD-2.9531.821-162%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets30.3B888M3,412%
Annual Yield % from dividends0.000.00-
Returns for 1 year-11.50-9.35123%
Returns for 3 years20.2610.24198%
Returns for 5 years11.44-48.07-24%
Returns for 10 years114.8114.90771%
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 %
GNRC173.282.32
+1.36%
Generac Holdings
STEL37.880.46
+1.23%
Stellar Bancorp
GMM1.180.01
+0.85%
Global Mofy AI Limited
GCBC24.040.16
+0.67%
Greene County Bancorp
EURKU10.89N/A
N/A
Eureka Acquisition Corp.