PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
WFDSX
Price
$31.92
Change
+$0.31 (+0.98%)
Updated
Jul 3 closing price
Net Assets
965.18M
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PMBMX vs WFDSX

Header iconPMBMX vs WFDSX Comparison
Open Charts PMBMX vs WFDSXBanner 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 Inst
Price$31.92
Change+$0.31 (+0.98%)
VolumeN/A
Net Assets965.18M
PMBMX vs WFDSX Comparison Chart in %
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PMBMX vs. WFDSX 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 WFDSX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. WFDSX (965M). 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 : 14.80 vs. WFDSX (4.11). PMBMX return over 5 years is better than : 55.71 vs. WFDSX (-18.15).
PMBMXWFDSXPMBMX / WFDSX
Total Expense Ratio1.140.89128%
Annual Report Gross Expense Ratio1.140.92124%
Fund Existence25 years19 years-
Gain YTD6.8542.901236%
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 year14.804.11360%
Returns for 3 years50.1935.60141%
Returns for 5 years55.71-18.15-307%
Returns for 10 years94.74-11.53-822%
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