PMBPX
Price
$45.39
Change
-$0.41 (-0.90%)
Updated
May 20 closing price
Net Assets
31.58B
WFDAX
Price
$25.51
Change
-$0.06 (-0.23%)
Updated
May 20 closing price
Net Assets
956.11M
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PMBPX vs WFDAX

Header iconPMBPX vs WFDAX Comparison
Open Charts PMBPX vs WFDAXBanner chart's image
Principal MidCap R5
Price$45.39
Change-$0.41 (-0.90%)
VolumeN/A
Net Assets31.58B
Allspring SMID Cap Growth Fund - Cl A
Price$25.51
Change-$0.06 (-0.23%)
VolumeN/A
Net Assets956.11M
PMBPX vs WFDAX Comparison Chart
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PMBPX vs. WFDAX commentary
May 21, 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 PMBPX is a Buy and WFDAX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.6B vs. WFDAX (956M). PMBPX pays higher dividends than WFDAX: PMBPX (0.01) vs WFDAX (0.00). PMBPX was incepted earlier than WFDAX: PMBPX (24 years) vs WFDAX (18 years). WFDAX (1.24) is less costly to investors than PMBPX (0.83). WFDAX is a more actively managed with annual turnover of: 64.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than WFDAX: PMBPX (0) vs WFDAX (1000). PMBPX annual gain was more profitable for investors over the last year : 10.26 vs. WFDAX (-3.95). PMBPX return over 5 years is better than : 68.25 vs. WFDAX (-21.31).
PMBPXWFDAXPMBPX / WFDAX
Total Expense Ratio0.831.2169%
Annual Report Gross Expense Ratio0.831.2467%
Fund Existence24 years18 years-
Gain YTD4.441-0.662-671%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets31.6B956M3,305%
Annual Yield % from dividends0.010.00-
Returns for 1 year10.26-3.95-260%
Returns for 3 years45.7327.61166%
Returns for 5 years68.25-21.31-320%
Returns for 10 years94.81-25.69-369%
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