PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
30.56B
WFDSX
Price
$30.45
Change
-$0.50 (-1.62%)
Updated
Jun 13 closing price
Net Assets
932.62M
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PMBPX vs WFDSX

Header iconPMBPX vs WFDSX Comparison
Open Charts PMBPX vs WFDSXBanner 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 Inst
Price$30.45
Change-$0.50 (-1.62%)
VolumeN/A
Net Assets932.62M
PMBPX vs WFDSX Comparison Chart
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PMBPX vs. WFDSX commentary
Jun 15, 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.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. WFDSX (933M). 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 : 10.26 vs. WFDSX (0.50). PMBPX return over 5 years is better than : 54.31 vs. WFDSX (-16.69).
PMBPXWFDSXPMBPX / WFDSX
Total Expense Ratio0.830.8993%
Annual Report Gross Expense Ratio0.830.9290%
Fund Existence25 years19 years-
Gain YTD1.933-1.838-105%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.6B933M3,280%
Annual Yield % from dividends0.010.00-
Returns for 1 year10.260.502,073%
Returns for 3 years49.5236.55136%
Returns for 5 years54.31-16.69-325%
Returns for 10 years92.68-16.32-568%
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