PMBMX
Price
$44.29
Change
+$0.31 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
WFDDX
Price
$28.60
Change
+$0.43 (+1.53%)
Updated
Jul 25 closing price
Net Assets
958.06M
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PMBMX vs WFDDX

Header iconPMBMX vs WFDDX Comparison
Open Charts PMBMX vs WFDDXBanner chart's image
Principal MidCap R3
Price$44.29
Change+$0.31 (+0.70%)
VolumeN/A
Net Assets33.21B
Allspring SMID Cap Growth Fund -Cl Admin
Price$28.60
Change+$0.43 (+1.53%)
VolumeN/A
Net Assets958.06M
PMBMX vs WFDDX Comparison Chart in %
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PMBMX vs. WFDDX commentary
Jul 27, 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: 33.2B vs. WFDDX (958M). 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 : 13.04 vs. WFDDX (2.55). PMBMX return over 5 years is better than : 52.44 vs. WFDDX (-23.41).
PMBMXWFDDXPMBMX / WFDDX
Total Expense Ratio1.141.14100%
Annual Report Gross Expense Ratio1.141.1797%
Fund Existence25 years20 years-
Gain YTD8.4213.175265%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B958M3,466%
Annual Yield % from dividends0.020.00-
Returns for 1 year13.042.55512%
Returns for 3 years47.2727.51172%
Returns for 5 years52.44-23.41-224%
Returns for 10 years97.42-18.91-515%
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