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PCBIX vs WSMDX
PCBIX vs WSMDX Comparison
Open Charts PCBIX vs WSMDX
Principal MidCap Institutional
Price$47.20
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets32.48B
William Blair Small-Mid Cap Growth I
Price$26.63
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets1.39B
PCBIX vs WSMDX Comparison Chart in %
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PCBIX vs. WSMDX commentary
Aug 18, 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 StrongBuy and WSMDX is a Buy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.5B vs. WSMDX (1.39B). PCBIX pays higher dividends than WSMDX: PCBIX (0.12) vs WSMDX (0.00). PCBIX was incepted earlier than WSMDX: PCBIX (24 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 : 9.35 vs. WSMDX (-11.59). PCBIX return over 5 years is better than : 46.92 vs. WSMDX (-10.67).
| PCBIX | WSMDX | PCBIX / WSMDX | |
| Total Expense Ratio | 0.67 | 0.99 | 68% |
| Annual Report Gross Expense Ratio | 0.67 | 1.11 | 60% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 5.901 | -4.995 | -118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.5B | 1.39B | 2,336% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | 9.35 | -11.59 | -81% |
| Returns for 3 years | 31.62 | -7.69 | -411% |
| Returns for 5 years | 46.92 | -10.67 | -440% |
| Returns for 10 years | 101.31 | 23.23 | 436% |
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