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PCBIX vs WSMRX
PCBIX vs WSMRX Comparison
Open Charts PCBIX vs WSMRX
Principal MidCap Institutional
Price$41.56
Change-$4.83 (-10.41%)
VolumeN/A
Net Assets29.47B
William Blair Small-Mid Cap Growth R6
Price$28.19
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets1.25B
PCBIX vs WSMRX Comparison Chart in %
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PCBIX vs. WSMRX 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 WSMRX is a Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 29.5B vs. WSMRX (1.26B). PCBIX (0.00) and WSMRX (0.00) have matching dividends . PCBIX was incepted earlier than WSMRX: PCBIX (25 years) vs WSMRX (7 years). WSMRX (0.98) is less costly to investors than PCBIX (0.67). WSMRX is a more actively managed with annual turnover of: 63.00 vs. PCBIX (13.70). PCBIX has a lower initial minimum investment than WSMRX: PCBIX (0) vs WSMRX (1000000). WSMRX annual gain was more profitable for investors over the last year : -2.32 vs. PCBIX (-10.93). PCBIX return over 5 years is better than : 14.21 vs. WSMRX (-25.05).
| PCBIX | WSMRX | PCBIX / WSMRX | |
| Total Expense Ratio | 0.67 | 0.94 | 71% |
| Annual Report Gross Expense Ratio | 0.67 | 0.98 | 68% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | -2.920 | 2.249 | -130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.5B | 1.26B | 2,351% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -10.93 | -2.32 | 471% |
| Returns for 3 years | 21.90 | -3.36 | -652% |
| Returns for 5 years | 14.21 | -25.05 | -57% |
| Returns for 10 years | 124.71 | N/A | - |
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