PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
WFDSX
Price
$32.05
Change
+$0.48 (+1.52%)
Updated
Jul 25 closing price
Net Assets
958.06M
Interact to see
Advertisement

PMBPX vs WFDSX

Header iconPMBPX vs WFDSX Comparison
Open Charts PMBPX vs WFDSXBanner chart's image
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
Allspring SMID Cap Growth Fund - Cl Inst
Price$32.05
Change+$0.48 (+1.52%)
VolumeN/A
Net Assets958.06M
PMBPX vs WFDSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
PMBPX vs. WFDSX commentary
Jul 28, 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 WFDSX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. WFDSX (958M). PMBPX pays higher dividends than WFDSX: PMBPX (0.01) vs WFDSX (0.00). PMBPX was incepted earlier than WFDSX: PMBPX (25 years) vs WFDSX (19 years). WFDSX (0.92) is less costly to investors than PMBPX (0.83). WFDSX is a more actively managed with annual turnover of: 64.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than WFDSX: PMBPX (0) vs WFDSX (1000000). PMBPX annual gain was more profitable for investors over the last year : 13.61 vs. WFDSX (3.69). PMBPX return over 5 years is better than : 56.25 vs. WFDSX (-19.49).
PMBPXWFDSXPMBPX / WFDSX
Total Expense Ratio0.830.8993%
Annual Report Gross Expense Ratio0.830.9290%
Fund Existence25 years19 years-
Gain YTD8.6063.320259%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B958M3,466%
Annual Yield % from dividends0.010.00-
Returns for 1 year13.613.69369%
Returns for 3 years49.3829.70166%
Returns for 5 years56.25-19.49-289%
Returns for 10 years107.27-11.56-928%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
FAF60.500.89
+1.49%
First American Financial Corp
FRST11.720.03
+0.26%
Primis Financial Corp
ADV1.50N/A
N/A
Advantage Solutions
HSBC64.92-0.06
-0.09%
HSBC Holdings PLC
OVID0.62-0.07
-10.75%
Ovid Therapeutics