PMBJX
Price
$44.34
Change
+$0.32 (+0.73%)
Updated
Jul 25 closing price
Net Assets
33.21B
WFDSX
Price
$32.05
Change
+$0.48 (+1.52%)
Updated
Jul 25 closing price
Net Assets
958.06M
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PMBJX vs WFDSX

Header iconPMBJX vs WFDSX Comparison
Open Charts PMBJX vs WFDSXBanner 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 Inst
Price$32.05
Change+$0.48 (+1.52%)
VolumeN/A
Net Assets958.06M
PMBJX vs WFDSX Comparison Chart in %
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PMBJX vs. WFDSX 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 WFDSX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.2B vs. WFDSX (958M). 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 : 13.47 vs. WFDSX (3.69). PMBJX return over 5 years is better than : 55.02 vs. WFDSX (-19.49).
PMBJXWFDSXPMBJX / WFDSX
Total Expense Ratio0.780.8988%
Annual Report Gross Expense Ratio0.780.9285%
Fund Existence24 years19 years-
Gain YTD8.6503.320261%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B958M3,466%
Annual Yield % from dividends0.060.00-
Returns for 1 year13.473.69365%
Returns for 3 years48.8829.70165%
Returns for 5 years55.02-19.49-282%
Returns for 10 years103.26-11.56-893%
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