PMBJX
Price
$42.29
Change
+$0.28 (+0.67%)
Updated
Jun 6 closing price
Net Assets
30.93B
WFDAX
Price
$25.90
Change
+$0.16 (+0.62%)
Updated
Jun 6 closing price
Net Assets
956.01M
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PMBJX vs WFDAX

Header iconPMBJX vs WFDAX Comparison
Open Charts PMBJX vs WFDAXBanner chart's image
Principal MidCap J
Price$42.29
Change+$0.28 (+0.67%)
VolumeN/A
Net Assets30.93B
Allspring SMID Cap Growth Fund - Cl A
Price$25.90
Change+$0.16 (+0.62%)
VolumeN/A
Net Assets956.01M
PMBJX vs WFDAX Comparison Chart
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PMBJX vs. WFDAX commentary
Jun 07, 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 Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.9B 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 : 11.47 vs. WFDAX (0.63). PMBJX return over 5 years is better than : 44.95 vs. WFDAX (-24.78).
PMBJXWFDAXPMBJX / WFDAX
Total Expense Ratio0.781.2164%
Annual Report Gross Expense Ratio0.781.2463%
Fund Existence24 years18 years-
Gain YTD2.9400.2341,259%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets30.9B956M3,232%
Annual Yield % from dividends0.060.00-
Returns for 1 year11.470.631,834%
Returns for 3 years33.8718.51183%
Returns for 5 years44.95-24.78-181%
Returns for 10 years91.79-24.34-377%
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