PMBMX
Price
$41.58
Change
-$0.64 (-1.52%)
Updated
Jun 13 closing price
Net Assets
30.56B
WFDAX
Price
$25.18
Change
-$0.41 (-1.60%)
Updated
Jun 13 closing price
Net Assets
932.62M
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PMBMX vs WFDAX

Header iconPMBMX vs WFDAX Comparison
Open Charts PMBMX vs WFDAXBanner chart's image
Principal MidCap R3
Price$41.58
Change-$0.64 (-1.52%)
VolumeN/A
Net Assets30.56B
Allspring SMID Cap Growth Fund - Cl A
Price$25.18
Change-$0.41 (-1.60%)
VolumeN/A
Net Assets932.62M
PMBMX vs WFDAX Comparison Chart
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PMBMX vs. WFDAX commentary
Jun 16, 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 WFDAX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.6B vs. WFDAX (933M). PMBMX pays higher dividends than WFDAX: PMBMX (0.02) vs WFDAX (0.00). PMBMX was incepted earlier than WFDAX: PMBMX (25 years) vs WFDAX (18 years). WFDAX (1.24) is less costly to investors than PMBMX (1.14). WFDAX is a more actively managed with annual turnover of: 64.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than WFDAX: PMBMX (0) vs WFDAX (1000). PMBMX annual gain was more profitable for investors over the last year : 9.71 vs. WFDAX (-1.25). PMBMX return over 5 years is better than : 50.58 vs. WFDAX (-23.21).
PMBMXWFDAXPMBMX / WFDAX
Total Expense Ratio1.141.2194%
Annual Report Gross Expense Ratio1.141.2492%
Fund Existence25 years18 years-
Gain YTD1.787-1.947-92%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.6B933M3,280%
Annual Yield % from dividends0.020.00-
Returns for 1 year9.71-1.25-773%
Returns for 3 years47.3833.09143%
Returns for 5 years50.58-23.21-218%
Returns for 10 years83.54-27.35-305%
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