PMBMX
Price
$41.58
Change
-$0.64 (-1.52%)
Updated
Jun 13 closing price
Net Assets
30.56B
WFDRX
Price
$31.04
Change
-$0.51 (-1.62%)
Updated
Jun 13 closing price
Net Assets
932.62M
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PMBMX vs WFDRX

Header iconPMBMX vs WFDRX Comparison
Open Charts PMBMX vs WFDRXBanner 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 R6
Price$31.04
Change-$0.51 (-1.62%)
VolumeN/A
Net Assets932.62M
PMBMX vs WFDRX Comparison Chart
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PMBMX vs. WFDRX 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 WFDRX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.6B vs. WFDRX (933M). PMBMX pays higher dividends than WFDRX: PMBMX (0.02) vs WFDRX (0.00). PMBMX was incepted earlier than WFDRX: PMBMX (25 years) vs WFDRX (12 years). PMBMX (1.14) is less costly to investors than WFDRX (0.82). WFDRX is a more actively managed with annual turnover of: 64.00 vs. PMBMX (10.50). PMBMX (0) and WFDRX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : 9.71 vs. WFDRX (0.71). PMBMX return over 5 years is better than : 50.58 vs. WFDRX (-15.81).
PMBMXWFDRXPMBMX / WFDRX
Total Expense Ratio1.140.79144%
Annual Report Gross Expense Ratio1.140.82139%
Fund Existence25 years12 years-
Gain YTD1.787-1.803-99%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets30.6B933M3,280%
Annual Yield % from dividends0.020.00-
Returns for 1 year9.710.711,360%
Returns for 3 years47.3837.16127%
Returns for 5 years50.58-15.81-320%
Returns for 10 years83.54-14.80-565%
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