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PCBIX vs WSMDX
PCBIX vs WSMDX Comparison
Open Charts PCBIX vs WSMDX
Principal MidCap Institutional
Price$48.18
Change+$0.43 (+0.90%)
VolumeN/A
Net Assets33.36B
William Blair Small-Mid Cap Growth I
Price$27.77
Change+$0.09 (+0.33%)
VolumeN/A
Net Assets1.43B
PCBIX vs WSMDX Comparison Chart in %
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PCBIX vs. WSMDX commentary
Sep 09, 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: 33.4B vs. WSMDX (1.43B). 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 : 11.52 vs. WSMDX (-5.29). PCBIX return over 5 years is better than : 51.28 vs. WSMDX (-4.57).
| 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 | 8.100 | -0.928 | -873% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.4B | 1.43B | 2,336% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | 11.52 | -5.29 | -218% |
| Returns for 3 years | 42.27 | 0.11 | 39,089% |
| Returns for 5 years | 51.28 | -4.57 | -1,122% |
| Returns for 10 years | 120.63 | 36.06 | 335% |
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