PMBMX
Price
$44.01
Change
+$0.39 (+0.89%)
Updated
Sep 8 closing price
Net Assets
33.05B
WDSCX
Price
$18.91
Change
+$0.18 (+0.96%)
Updated
Sep 8 closing price
Net Assets
972.14M
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PMBMX vs WDSCX

Header iconPMBMX vs WDSCX Comparison
Open Charts PMBMX vs WDSCXBanner chart's image
Principal MidCap R3
Price$44.01
Change+$0.39 (+0.89%)
VolumeN/A
Net Assets33.05B
Allspring SMID Cap Growth Fund - Cl C
Price$18.91
Change+$0.18 (+0.96%)
VolumeN/A
Net Assets972.14M
PMBMX vs WDSCX Comparison Chart in %
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PMBMX vs. WDSCX commentary
Sep 09, 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 PMBMX is a Buy and WDSCX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33B vs. WDSCX (972M). PMBMX pays higher dividends than WDSCX: PMBMX (0.02) vs WDSCX (0.00). PMBMX was incepted earlier than WDSCX: PMBMX (25 years) vs WDSCX (18 years). WDSCX (1.99) is less costly to investors than PMBMX (1.14). WDSCX is a more actively managed with annual turnover of: 64.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than WDSCX: PMBMX (0) vs WDSCX (1000). PMBMX annual gain was more profitable for investors over the last year : 9.71 vs. WDSCX (3.07). PMBMX return over 5 years is better than : 44.57 vs. WDSCX (-40.22).
PMBMXWDSCXPMBMX / WDSCX
Total Expense Ratio1.141.9658%
Annual Report Gross Expense Ratio1.141.9957%
Fund Existence25 years18 years-
Gain YTD6.7817.66688%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets33B972M3,395%
Annual Yield % from dividends0.020.00-
Returns for 1 year9.713.07316%
Returns for 3 years38.0714.27267%
Returns for 5 years44.57-40.22-111%
Returns for 10 years103.50-37.76-274%
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