PMBMX
Price
$43.01
Change
-$0.48 (-1.10%)
Updated
Aug 1 closing price
Net Assets
32.61B
WFDAX
Price
$26.12
Change
-$0.39 (-1.47%)
Updated
Aug 1 closing price
Net Assets
948.11M
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PMBMX vs WFDAX

Header iconPMBMX vs WFDAX Comparison
Open Charts PMBMX vs WFDAXBanner chart's image
Principal MidCap R3
Price$43.01
Change-$0.48 (-1.10%)
VolumeN/A
Net Assets32.61B
Allspring SMID Cap Growth Fund - Cl A
Price$26.12
Change-$0.39 (-1.47%)
VolumeN/A
Net Assets948.11M
PMBMX vs WFDAX Comparison Chart in %
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PMBMX 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 PMBMX is a Buy and WFDAX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.6B vs. WFDAX (948M). PMBMX pays higher dividends than WFDAX: PMBMX (0.02) vs WFDAX (0.00). PMBMX was incepted earlier than WFDAX: PMBMX (25 years) vs WFDAX (18 years). WFDAX (1.24) is less costly to investors than PMBMX (1.14). WFDAX is a more actively managed with annual turnover of: 64.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than WFDAX: PMBMX (0) vs WFDAX (1000). PMBMX annual gain was more profitable for investors over the last year : 8.94 vs. WFDAX (2.55). PMBMX return over 5 years is better than : 47.36 vs. WFDAX (-28.98).
PMBMXWFDAXPMBMX / WFDAX
Total Expense Ratio1.141.2194%
Annual Report Gross Expense Ratio1.141.2492%
Fund Existence25 years18 years-
Gain YTD6.4633.232200%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.6B948M3,439%
Annual Yield % from dividends0.020.00-
Returns for 1 year8.942.55350%
Returns for 3 years37.8815.76240%
Returns for 5 years47.36-28.98-163%
Returns for 10 years90.37-23.43-386%
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