PMBMX
Price
$41.83
Change
+$0.25 (+0.60%)
Updated
Jun 16 closing price
Net Assets
30.56B
SEPKX
Price
$56.53
Change
+$0.98 (+1.76%)
Updated
Jun 16 closing price
Net Assets
616.47M
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PMBMX vs SEPKX

Header iconPMBMX vs SEPKX Comparison
Open Charts PMBMX vs SEPKXBanner chart's image
Principal MidCap R3
Price$41.83
Change+$0.25 (+0.60%)
VolumeN/A
Net Assets30.56B
Allspring Mid Cap Growth Fund - Cl Admin
Price$56.53
Change+$0.98 (+1.76%)
VolumeN/A
Net Assets616.47M
PMBMX vs SEPKX Comparison Chart
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PMBMX vs. SEPKX commentary
Jun 17, 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 PMBMX is a StrongBuy and SEPKX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.6B vs. SEPKX (616M). PMBMX pays higher dividends than SEPKX: PMBMX (0.02) vs SEPKX (0.00). PMBMX was incepted earlier than SEPKX: PMBMX (25 years) vs SEPKX (23 years). SEPKX (1.16) and PMBMX (1.14) have similar cost to investors . SEPKX is a more actively managed with annual turnover of: 57.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than SEPKX: PMBMX (0) vs SEPKX (1000000). PMBMX annual gain was more profitable for investors over the last year : 9.71 vs. SEPKX (7.55). PMBMX return over 5 years is better than : 50.58 vs. SEPKX (-2.15).
PMBMXSEPKXPMBMX / SEPKX
Total Expense Ratio1.141.10104%
Annual Report Gross Expense Ratio1.141.1698%
Fund Existence25 years23 years-
Gain YTD1.7875.22834%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.6B616M4,968%
Annual Yield % from dividends0.020.00-
Returns for 1 year9.717.55129%
Returns for 3 years47.3844.25107%
Returns for 5 years50.58-2.15-2,354%
Returns for 10 years83.5412.40673%
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