PMBMX
Price
$41.58
Change
-$0.64 (-1.52%)
Updated
Jun 13 closing price
Net Assets
30.56B
WFDSX
Price
$30.45
Change
-$0.50 (-1.62%)
Updated
Jun 13 closing price
Net Assets
932.62M
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PMBMX vs WFDSX

Header iconPMBMX vs WFDSX Comparison
Open Charts PMBMX vs WFDSXBanner 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 Inst
Price$30.45
Change-$0.50 (-1.62%)
VolumeN/A
Net Assets932.62M
PMBMX vs WFDSX Comparison Chart
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PMBMX vs. WFDSX commentary
Jun 15, 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: 30.6B vs. WFDSX (933M). 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 : 9.71 vs. WFDSX (0.50). PMBMX return over 5 years is better than : 50.58 vs. WFDSX (-16.69).
PMBMXWFDSXPMBMX / WFDSX
Total Expense Ratio1.140.89128%
Annual Report Gross Expense Ratio1.140.92124%
Fund Existence25 years19 years-
Gain YTD1.787-1.838-97%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.6B933M3,280%
Annual Yield % from dividends0.020.00-
Returns for 1 year9.710.501,961%
Returns for 3 years47.3836.55130%
Returns for 5 years50.58-16.69-303%
Returns for 10 years83.54-16.32-512%
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