PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
WFDAX
Price
$26.39
Change
+$0.26 (+1.00%)
Updated
Jul 3 closing price
Net Assets
965.18M
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PMBPX vs WFDAX

Header iconPMBPX vs WFDAX Comparison
Open Charts PMBPX vs WFDAXBanner chart's image
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
Allspring SMID Cap Growth Fund - Cl A
Price$26.39
Change+$0.26 (+1.00%)
VolumeN/A
Net Assets965.18M
PMBPX vs WFDAX Comparison Chart in %
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PMBPX vs. WFDAX 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 PMBPX is a StrongBuy and WFDAX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. WFDAX (965M). PMBPX pays higher dividends than WFDAX: PMBPX (0.01) vs WFDAX (0.00). PMBPX was incepted earlier than WFDAX: PMBPX (25 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 : 15.41 vs. WFDAX (2.29). PMBPX return over 5 years is better than : 59.60 vs. WFDAX (-24.56).
PMBPXWFDAXPMBPX / WFDAX
Total Expense Ratio0.831.2169%
Annual Report Gross Expense Ratio0.831.2467%
Fund Existence25 years18 years-
Gain YTD7.0412.765255%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B965M3,347%
Annual Yield % from dividends0.010.00-
Returns for 1 year15.412.29674%
Returns for 3 years52.3932.15163%
Returns for 5 years59.60-24.56-243%
Returns for 10 years104.46-23.17-451%
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