PMBJX
Price
$40.15
Change
+$0.58 (+1.47%)
Updated
Apr 24 closing price
Net Assets
28.88B
WENCX
Price
$32.87
Change
+$1.06 (+3.33%)
Updated
Apr 24 closing price
Net Assets
542.01M
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PMBJX vs WENCX

Header iconPMBJX vs WENCX Comparison
Open Charts PMBJX vs WENCXBanner chart's image
Principal MidCap J
Price$40.15
Change+$0.58 (+1.47%)
VolumeN/A
Net Assets28.88B
Allspring Mid Cap Growth Fund - Cl C
Price$32.87
Change+$1.06 (+3.33%)
VolumeN/A
Net Assets542.01M
PMBJX vs WENCX Comparison Chart
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PMBJX vs. WENCX commentary
Apr 25, 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 PMBJX is a Buy and WENCX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 28.9B vs. WENCX (542M). PMBJX pays higher dividends than WENCX: PMBJX (0.06) vs WENCX (0.00). PMBJX was incepted earlier than WENCX: PMBJX (24 years) vs WENCX (17 years). WENCX (1.98) is less costly to investors than PMBJX (0.82). WENCX is a more actively managed with annual turnover of: 57.00 vs. PMBJX (10.50). PMBJX (1000) and WENCX (1000) have matching initial minimum investment requirements. PMBJX annual gain was more profitable for investors over the last year : 6.61 vs. WENCX (-10.77). PMBJX return over 5 years is better than : 66.71 vs. WENCX (-19.83).
PMBJXWENCXPMBJX / WENCX
Total Expense Ratio0.821.9342%
Annual Report Gross Expense Ratio0.821.9841%
Fund Existence24 years17 years-
Gain YTD-3.038-10.16730%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets28.9B542M5,332%
Annual Yield % from dividends0.060.00-
Returns for 1 year6.61-10.77-61%
Returns for 3 years21.27-11.59-184%
Returns for 5 years66.71-19.83-336%
Returns for 10 years79.11-27.74-285%
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