PMBJX
Price
$41.61
Change
-$0.64 (-1.51%)
Updated
Jun 13 closing price
Net Assets
30.56B
WFDSX
Price
$30.45
Change
-$0.50 (-1.62%)
Updated
Jun 13 closing price
Net Assets
932.62M
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PMBJX vs WFDSX

Header iconPMBJX vs WFDSX Comparison
Open Charts PMBJX vs WFDSXBanner 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 Inst
Price$30.45
Change-$0.50 (-1.62%)
VolumeN/A
Net Assets932.62M
PMBJX vs WFDSX Comparison Chart
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PMBJX vs. WFDSX 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 WFDSX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.6B vs. WFDSX (933M). PMBJX pays higher dividends than WFDSX: PMBJX (0.06) vs WFDSX (0.00). PMBJX was incepted earlier than WFDSX: PMBJX (24 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: 64.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than WFDSX: PMBJX (1000) vs WFDSX (1000000). PMBJX annual gain was more profitable for investors over the last year : 10.12 vs. WFDSX (0.50). PMBJX return over 5 years is better than : 53.13 vs. WFDSX (-16.69).
PMBJXWFDSXPMBJX / WFDSX
Total Expense Ratio0.780.8988%
Annual Report Gross Expense Ratio0.780.9285%
Fund Existence24 years19 years-
Gain YTD1.960-1.838-107%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets30.6B933M3,280%
Annual Yield % from dividends0.060.00-
Returns for 1 year10.120.502,044%
Returns for 3 years48.9636.55134%
Returns for 5 years53.13-16.69-318%
Returns for 10 years88.94-16.32-545%
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