PMBJX
Price
$43.12
Change
-$0.38 (-0.87%)
Updated
Jul 11 closing price
Net Assets
32.25B
WFDAX
Price
$25.94
Change
-$0.28 (-1.07%)
Updated
Jul 11 closing price
Net Assets
956.27M
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PMBJX vs WFDAX

Header iconPMBJX vs WFDAX Comparison
Open Charts PMBJX vs WFDAXBanner chart's image
Principal MidCap J
Price$43.12
Change-$0.38 (-0.87%)
VolumeN/A
Net Assets32.25B
Allspring SMID Cap Growth Fund - Cl A
Price$25.94
Change-$0.28 (-1.07%)
VolumeN/A
Net Assets956.27M
PMBJX vs WFDAX Comparison Chart in %
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PMBJX vs. WFDAX commentary
Jul 12, 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 WFDAX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.2B vs. WFDAX (956M). PMBJX pays higher dividends than WFDAX: PMBJX (0.06) vs WFDAX (0.00). PMBJX was incepted earlier than WFDAX: PMBJX (24 years) vs WFDAX (18 years). WFDAX (1.24) is less costly to investors than PMBJX (0.78). WFDAX is a more actively managed with annual turnover of: 64.00 vs. PMBJX (10.50). PMBJX (1000) and WFDAX (1000) have matching initial minimum investment requirements. PMBJX annual gain was more profitable for investors over the last year : 12.62 vs. WFDAX (0.38). PMBJX return over 5 years is better than : 56.57 vs. WFDAX (-25.97).
PMBJXWFDAXPMBJX / WFDAX
Total Expense Ratio0.781.2164%
Annual Report Gross Expense Ratio0.781.2463%
Fund Existence24 years18 years-
Gain YTD6.5922.103313%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets32.2B956M3,368%
Annual Yield % from dividends0.060.00-
Returns for 1 year12.620.383,295%
Returns for 3 years51.8729.67175%
Returns for 5 years56.57-25.97-218%
Returns for 10 years96.46-25.47-379%
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