PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
WFDRX
Price
$32.54
Change
+$0.31 (+0.96%)
Updated
Jul 3 closing price
Net Assets
965.18M
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PMBPX vs WFDRX

Header iconPMBPX vs WFDRX Comparison
Open Charts PMBPX vs WFDRXBanner 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 R6
Price$32.54
Change+$0.31 (+0.96%)
VolumeN/A
Net Assets965.18M
PMBPX vs WFDRX Comparison Chart in %
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PMBPX vs. WFDRX commentary
Jul 05, 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 WFDRX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. WFDRX (965M). PMBPX pays higher dividends than WFDRX: PMBPX (0.01) vs WFDRX (0.00). PMBPX was incepted earlier than WFDRX: PMBPX (25 years) vs WFDRX (12 years). PMBPX (0.83) and WFDRX (0.82) have similar cost to investors . WFDRX is a more actively managed with annual turnover of: 64.00 vs. PMBPX (10.50). PMBPX (0) and WFDRX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 15.41 vs. WFDRX (4.33). PMBPX return over 5 years is better than : 59.60 vs. WFDRX (-17.31).
PMBPXWFDRXPMBPX / WFDRX
Total Expense Ratio0.830.79105%
Annual Report Gross Expense Ratio0.830.82101%
Fund Existence25 years12 years-
Gain YTD7.0412.942239%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B965M3,347%
Annual Yield % from dividends0.010.00-
Returns for 1 year15.414.33356%
Returns for 3 years52.3936.21145%
Returns for 5 years59.60-17.31-344%
Returns for 10 years104.46-9.91-1,054%
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