PMBJX
Price
$43.54
Change
-$0.41 (-0.93%)
Updated
Jul 31 closing price
Net Assets
32.61B
WFDAX
Price
$26.51
Change
-$0.35 (-1.30%)
Updated
Jul 31 closing price
Net Assets
948.11M
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PMBJX vs WFDAX

Header iconPMBJX vs WFDAX Comparison
Open Charts PMBJX vs WFDAXBanner chart's image
Principal MidCap J
Price$43.54
Change-$0.41 (-0.93%)
VolumeN/A
Net Assets32.61B
Allspring SMID Cap Growth Fund - Cl A
Price$26.51
Change-$0.35 (-1.30%)
VolumeN/A
Net Assets948.11M
PMBJX vs WFDAX Comparison Chart in %
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PMBJX vs. WFDAX commentary
Aug 02, 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: 32.6B vs. WFDAX (948M). 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 : 8.99 vs. WFDAX (2.17). PMBJX return over 5 years is better than : 51.28 vs. WFDAX (-28.05).
PMBJXWFDAXPMBJX / WFDAX
Total Expense Ratio0.781.2164%
Annual Report Gross Expense Ratio0.781.2463%
Fund Existence24 years18 years-
Gain YTD7.6944.595167%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets32.6B948M3,439%
Annual Yield % from dividends0.060.00-
Returns for 1 year8.992.17415%
Returns for 3 years39.7018.59214%
Returns for 5 years51.28-28.05-183%
Returns for 10 years98.58-22.62-436%
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