PMBJX
Price
$41.61
Change
-$0.64 (-1.51%)
Updated
Jun 13 closing price
Net Assets
31.03B
WFEIX
Price
$61.09
Change
-$0.87 (-1.40%)
Updated
Jun 13 closing price
Net Assets
625.48M
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PMBJX vs WFEIX

Header iconPMBJX vs WFEIX Comparison
Open Charts PMBJX vs WFEIXBanner chart's image
Principal MidCap J
Price$41.61
Change-$0.64 (-1.51%)
VolumeN/A
Net Assets31.03B
Allspring Mid Cap Growth Fund - Cl Inst
Price$61.09
Change-$0.87 (-1.40%)
VolumeN/A
Net Assets625.48M
PMBJX vs WFEIX Comparison Chart
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PMBJX vs. WFEIX 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 Hold and WFEIX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31B vs. WFEIX (625M). PMBJX pays higher dividends than WFEIX: PMBJX (0.06) vs WFEIX (0.00). PMBJX was incepted earlier than WFEIX: PMBJX (24 years) vs WFEIX (22 years). WFEIX (0.91) is less costly to investors than PMBJX (0.78). WFEIX is a more actively managed with annual turnover of: 57.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than WFEIX: PMBJX (1000) vs WFEIX (1000000). PMBJX annual gain was more profitable for investors over the last year : 10.12 vs. WFEIX (8.64). PMBJX return over 5 years is better than : 53.13 vs. WFEIX (1.60).
PMBJXWFEIXPMBJX / WFEIX
Total Expense Ratio0.780.8592%
Annual Report Gross Expense Ratio0.780.9186%
Fund Existence24 years22 years-
Gain YTD1.9605.34637%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets31B625M4,960%
Annual Yield % from dividends0.060.00-
Returns for 1 year10.128.64117%
Returns for 3 years48.9646.75105%
Returns for 5 years53.131.603,328%
Returns for 10 years88.9420.04444%
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