PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
WFDDX
Price
$28.48
Change
+$0.27 (+0.96%)
Updated
Jul 3 closing price
Net Assets
965.18M
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PMBMX vs WFDDX

Header iconPMBMX vs WFDDX Comparison
Open Charts PMBMX vs WFDDXBanner 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 Admin
Price$28.48
Change+$0.27 (+0.96%)
VolumeN/A
Net Assets965.18M
PMBMX vs WFDDX Comparison Chart in %
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PMBMX vs. WFDDX 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 WFDDX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. WFDDX (965M). PMBMX pays higher dividends than WFDDX: PMBMX (0.02) vs WFDDX (0.00). PMBMX was incepted earlier than WFDDX: PMBMX (25 years) vs WFDDX (20 years). WFDDX (1.17) and PMBMX (1.14) have similar cost to investors . WFDDX is a more actively managed with annual turnover of: 64.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than WFDDX: PMBMX (0) vs WFDDX (1000000). PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. WFDDX (2.93). PMBMX return over 5 years is better than : 55.71 vs. WFDDX (-22.14).
PMBMXWFDDXPMBMX / WFDDX
Total Expense Ratio1.141.14100%
Annual Report Gross Expense Ratio1.141.1797%
Fund Existence25 years20 years-
Gain YTD6.8542.742250%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B965M3,347%
Annual Yield % from dividends0.020.00-
Returns for 1 year14.802.93506%
Returns for 3 years50.1933.27151%
Returns for 5 years55.71-22.14-252%
Returns for 10 years94.74-18.91-501%
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