PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
WFDAX
Price
$26.39
Change
+$0.26 (+1.00%)
Updated
Jul 3 closing price
Net Assets
965.18M
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PMBMX vs WFDAX

Header iconPMBMX vs WFDAX Comparison
Open Charts PMBMX vs WFDAXBanner chart's image
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
Allspring SMID Cap Growth Fund - Cl A
Price$26.39
Change+$0.26 (+1.00%)
VolumeN/A
Net Assets965.18M
PMBMX vs WFDAX Comparison Chart in %
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PMBMX vs. WFDAX 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 PMBMX is a StrongBuy and WFDAX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. WFDAX (965M). 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 : 14.80 vs. WFDAX (2.29). PMBMX return over 5 years is better than : 55.71 vs. WFDAX (-24.56).
PMBMXWFDAXPMBMX / WFDAX
Total Expense Ratio1.141.2194%
Annual Report Gross Expense Ratio1.141.2492%
Fund Existence25 years18 years-
Gain YTD6.8542.765248%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B965M3,347%
Annual Yield % from dividends0.020.00-
Returns for 1 year14.802.29647%
Returns for 3 years50.1932.15156%
Returns for 5 years55.71-24.56-227%
Returns for 10 years94.74-23.17-409%
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