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PCBIX vs WSMDX
PCBIX vs WSMDX Comparison
Open Charts PCBIX vs WSMDX
Principal MidCap Institutional
Price$45.20
Change-$0.72 (-1.57%)
VolumeN/A
Net Assets31.99B
William Blair Small-Mid Cap Growth I
Price$27.12
Change-$0.71 (-2.55%)
VolumeN/A
Net Assets1.28B
PCBIX vs WSMDX Comparison Chart in %
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PCBIX vs. WSMDX commentary
Nov 14, 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 PCBIX is a Buy and WSMDX is a Buy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32B vs. WSMDX (1.28B). PCBIX pays higher dividends than WSMDX: PCBIX (0.12) vs WSMDX (0.00). 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 (10.50). PCBIX has a lower initial minimum investment than WSMDX: PCBIX (0) vs WSMDX (500000). PCBIX annual gain was more profitable for investors over the last year : -4.65 vs. WSMDX (-15.23). PCBIX return over 5 years is better than : 33.05 vs. WSMDX (-13.73).
| 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 | 3.029 | -0.714 | -425% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32B | 1.28B | 2,506% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | -4.65 | -15.23 | 31% |
| Returns for 3 years | 35.68 | 0.36 | 9,894% |
| Returns for 5 years | 33.05 | -13.73 | -241% |
| Returns for 10 years | 111.81 | 40.06 | 279% |