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PCBIX vs WSMDX
PCBIX vs WSMDX Comparison
Open Charts PCBIX vs WSMDX
Principal MidCap Institutional
Price$41.56
Change-$4.83 (-10.41%)
VolumeN/A
Net Assets29.47B
William Blair Small-Mid Cap Growth I
Price$28.05
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets1.24B
PCBIX vs WSMDX Comparison Chart in %
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PCBIX vs. WSMDX commentary
Feb 04, 2026
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 PCBIX is a Hold and WSMDX is a Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 29.5B vs. WSMDX (1.24B). PCBIX (0.00) and WSMDX (0.00) have matching dividends . PCBIX was incepted earlier than WSMDX: PCBIX (25 years) vs WSMDX (22 years). WSMDX (1.11) is less costly to investors than PCBIX (0.67). WSMDX is a more actively managed with annual turnover of: 63.00 vs. PCBIX (13.70). PCBIX has a lower initial minimum investment than WSMDX: PCBIX (0) vs WSMDX (500000). WSMDX annual gain was more profitable for investors over the last year : -2.37 vs. PCBIX (-10.93). PCBIX return over 5 years is better than : 14.21 vs. WSMDX (-25.32).
| PCBIX | WSMDX | PCBIX / WSMDX | |
| Total Expense Ratio | 0.67 | 0.99 | 68% |
| Annual Report Gross Expense Ratio | 0.67 | 1.11 | 60% |
| Fund Existence | 25 years | 22 years | - |
| Gain YTD | -2.920 | 2.260 | -129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.5B | 1.24B | 2,377% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -10.93 | -2.37 | 462% |
| Returns for 3 years | 21.90 | -3.54 | -618% |
| Returns for 5 years | 14.21 | -25.32 | -56% |
| Returns for 10 years | 124.71 | 66.57 | 187% |
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