PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
30.56B
WFDAX
Price
$25.18
Change
-$0.41 (-1.60%)
Updated
Jun 13 closing price
Net Assets
932.62M
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PMBPX vs WFDAX

Header iconPMBPX vs WFDAX Comparison
Open Charts PMBPX vs WFDAXBanner chart's image
Principal MidCap R5
Price$44.30
Change-$0.69 (-1.53%)
VolumeN/A
Net Assets30.56B
Allspring SMID Cap Growth Fund - Cl A
Price$25.18
Change-$0.41 (-1.60%)
VolumeN/A
Net Assets932.62M
PMBPX vs WFDAX Comparison Chart
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PMBPX vs. WFDAX commentary
Jun 16, 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: 30.6B vs. WFDAX (933M). 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 : 10.26 vs. WFDAX (-1.25). PMBPX return over 5 years is better than : 54.31 vs. WFDAX (-23.21).
PMBPXWFDAXPMBPX / WFDAX
Total Expense Ratio0.831.2169%
Annual Report Gross Expense Ratio0.831.2467%
Fund Existence25 years18 years-
Gain YTD1.933-1.947-99%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.6B933M3,280%
Annual Yield % from dividends0.010.00-
Returns for 1 year10.26-1.25-818%
Returns for 3 years49.5233.09150%
Returns for 5 years54.31-23.21-234%
Returns for 10 years92.68-27.35-339%
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