PMBJX
Price
$42.01
Change
+$0.01 (+0.02%)
Updated
Jun 5 closing price
Net Assets
30.91B
WENCX
Price
$37.77
Change
-$0.05 (-0.13%)
Updated
Jun 5 closing price
Net Assets
629.21M
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PMBJX vs WENCX

Header iconPMBJX vs WENCX Comparison
Open Charts PMBJX vs WENCXBanner chart's image
Principal MidCap J
Price$42.01
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets30.91B
Allspring Mid Cap Growth Fund - Cl C
Price$37.77
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets629.21M
PMBJX vs WENCX Comparison Chart
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PMBJX vs. WENCX commentary
Jun 06, 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: 30.9B vs. WENCX (629M). 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 (0.78). 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 : 10.36 vs. WENCX (3.59). PMBJX return over 5 years is better than : 44.91 vs. WENCX (-19.10).
PMBJXWENCXPMBJX / WENCX
Total Expense Ratio0.781.9340%
Annual Report Gross Expense Ratio0.781.9839%
Fund Existence24 years17 years-
Gain YTD2.9166.80643%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets30.9B629M4,913%
Annual Yield % from dividends0.060.00-
Returns for 1 year10.363.59289%
Returns for 3 years34.8319.95175%
Returns for 5 years44.91-19.10-235%
Returns for 10 years91.75-12.98-707%
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