PHPPX vs. WFDDX

In the year-to-date period, PHPPX achieves a -1.57% return, which is significantly higher than WFDDX's -2.06% return. Over the past 10 years, PHPPX has outperformed WFDDX with an annualized return of 9.57%, while WFDDX has yielded a comparatively lower 7.89% annualized return.

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PHPPX has a 0.92% expense ratio, which is lower than WFDDX's 1.11% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Principal MidCap Growth Fund (PHPPX) and Allspring Discovery SMID Cap Growth Fund (WFDDX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current PHPPX Sharpe Ratio is 0.56, which is higher than the WFDDX Sharpe Ratio of 0.25. The chart below compares the historical Sharpe Ratios of PHPPX and WFDDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PHPPX has not paid dividends to shareholders, while WFDDX's dividend yield for the trailing twelve months is around 9.52%.

The maximum PHPPX drawdown since its inception was -52.33%, smaller than the maximum WFDDX drawdown of -56.27%. Use the drawdown chart below to compare losses from any high point for PHPPX and WFDDX.

Principal MidCap Growth Fund (PHPPX) has a higher volatility of 6.44% compared to Allspring Discovery SMID Cap Growth Fund (WFDDX) at 6.05%. This indicates that PHPPX's price experiences larger fluctuations and is considered to be riskier than WFDDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.