PMBMX
Price
$44.29
Change
+$0.31 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
WFDSX
Price
$32.05
Change
+$0.48 (+1.52%)
Updated
Jul 25 closing price
Net Assets
958.06M
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PMBMX vs WFDSX

Header iconPMBMX vs WFDSX Comparison
Open Charts PMBMX vs WFDSXBanner 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 Inst
Price$32.05
Change+$0.48 (+1.52%)
VolumeN/A
Net Assets958.06M
PMBMX vs WFDSX Comparison Chart in %
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PMBMX vs. WFDSX 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 WFDSX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. WFDSX (958M). PMBMX pays higher dividends than WFDSX: PMBMX (0.02) vs WFDSX (0.00). PMBMX was incepted earlier than WFDSX: PMBMX (25 years) vs WFDSX (19 years). PMBMX (1.14) is less costly to investors than WFDSX (0.92). WFDSX is a more actively managed with annual turnover of: 64.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than WFDSX: PMBMX (0) vs WFDSX (1000000). PMBMX annual gain was more profitable for investors over the last year : 13.04 vs. WFDSX (3.69). PMBMX return over 5 years is better than : 52.44 vs. WFDSX (-19.49).
PMBMXWFDSXPMBMX / WFDSX
Total Expense Ratio1.140.89128%
Annual Report Gross Expense Ratio1.140.92124%
Fund Existence25 years19 years-
Gain YTD8.4213.320254%
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 year13.043.69354%
Returns for 3 years47.2729.70159%
Returns for 5 years52.44-19.49-269%
Returns for 10 years97.42-11.56-843%
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