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PCBIX vs WSMNX
PCBIX vs WSMNX Comparison
Open Charts PCBIX vs WSMNX
Principal MidCap Institutional
Price$47.75
Change-$0.14 (-0.29%)
VolumeN/A
Net Assets33.05B
William Blair Small-Mid Cap Growth N
Price$24.95
Change+$0.23 (+0.93%)
VolumeN/A
Net Assets1.43B
PCBIX vs WSMNX Comparison Chart in %
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PCBIX vs. WSMNX commentary
Sep 08, 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 WSMNX is a Buy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33B vs. WSMNX (1.43B). PCBIX pays higher dividends than WSMNX: PCBIX (0.12) vs WSMNX (0.00). PCBIX was incepted earlier than WSMNX: PCBIX (25 years) vs WSMNX (22 years). WSMNX (1.36) is less costly to investors than PCBIX (0.67). WSMNX is a more actively managed with annual turnover of: 63.00 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than WSMNX: PCBIX (0) vs WSMNX (2500). PCBIX annual gain was more profitable for investors over the last year : 9.41 vs. WSMNX (-8.27). PCBIX return over 5 years is better than : 49.14 vs. WSMNX (-9.17).
| PCBIX | WSMNX | PCBIX / WSMNX | |
| Total Expense Ratio | 0.67 | 1.24 | 54% |
| Annual Report Gross Expense Ratio | 0.67 | 1.36 | 49% |
| Fund Existence | 25 years | 22 years | - |
| Gain YTD | 7.135 | -1.422 | -502% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33B | 1.43B | 2,314% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | 9.41 | -8.27 | -114% |
| Returns for 3 years | 47.03 | 2.97 | 1,583% |
| Returns for 5 years | 49.14 | -9.17 | -536% |
| Returns for 10 years | 116.70 | 26.33 | 443% |
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