PMBMX
Price
$44.29
Change
+$0.31 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
WFDRX
Price
$32.68
Change
+$0.49 (+1.52%)
Updated
Jul 25 closing price
Net Assets
958.06M
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PMBMX vs WFDRX

Header iconPMBMX vs WFDRX Comparison
Open Charts PMBMX vs WFDRXBanner 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 R6
Price$32.68
Change+$0.49 (+1.52%)
VolumeN/A
Net Assets958.06M
PMBMX vs WFDRX Comparison Chart in %
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PMBMX vs. WFDRX commentary
Jul 28, 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: 33.2B vs. WFDRX (958M). 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 : 13.04 vs. WFDRX (3.94). PMBMX return over 5 years is better than : 52.44 vs. WFDRX (-18.65).
PMBMXWFDRXPMBMX / WFDRX
Total Expense Ratio1.140.79144%
Annual Report Gross Expense Ratio1.140.82139%
Fund Existence25 years12 years-
Gain YTD8.4213.385249%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B958M3,466%
Annual Yield % from dividends0.020.00-
Returns for 1 year13.043.94331%
Returns for 3 years47.2730.30156%
Returns for 5 years52.44-18.65-281%
Returns for 10 years97.42-9.95-979%
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