PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
WFDSX
Price
$31.92
Change
+$0.31 (+0.98%)
Updated
Jul 3 closing price
Net Assets
965.18M
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PMBJX vs WFDSX

Header iconPMBJX vs WFDSX Comparison
Open Charts PMBJX vs WFDSXBanner chart's image
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
Allspring SMID Cap Growth Fund - Cl Inst
Price$31.92
Change+$0.31 (+0.98%)
VolumeN/A
Net Assets965.18M
PMBJX vs WFDSX Comparison Chart in %
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PMBJX vs. WFDSX commentary
Jul 07, 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: 32.3B vs. WFDSX (965M). 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 : 15.26 vs. WFDSX (4.11). PMBJX return over 5 years is better than : 58.39 vs. WFDSX (-18.15).
PMBJXWFDSXPMBJX / WFDSX
Total Expense Ratio0.780.8988%
Annual Report Gross Expense Ratio0.780.9285%
Fund Existence24 years19 years-
Gain YTD7.0572.901243%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B965M3,347%
Annual Yield % from dividends0.060.00-
Returns for 1 year15.264.11371%
Returns for 3 years51.7935.60145%
Returns for 5 years58.39-18.15-322%
Returns for 10 years100.46-11.53-871%
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