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PCBIX vs WSMRX
PCBIX vs WSMRX Comparison
Open Charts PCBIX vs WSMRX
Principal MidCap Institutional
Price$47.20
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets32.48B
William Blair Small-Mid Cap Growth R6
Price$26.75
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets1.39B
PCBIX vs WSMRX Comparison Chart in %
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PCBIX vs. WSMRX 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 WSMRX is a Buy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.5B vs. WSMRX (1.39B). PCBIX pays higher dividends than WSMRX: PCBIX (0.12) vs WSMRX (0.00). PCBIX was incepted earlier than WSMRX: PCBIX (24 years) vs WSMRX (6 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 (10.50). PCBIX has a lower initial minimum investment than WSMRX: PCBIX (0) vs WSMRX (1000000). PCBIX annual gain was more profitable for investors over the last year : 9.35 vs. WSMRX (-11.51). PCBIX return over 5 years is better than : 46.92 vs. WSMRX (-10.36).
| PCBIX | WSMRX | PCBIX / WSMRX | |
| Total Expense Ratio | 0.67 | 0.94 | 71% |
| Annual Report Gross Expense Ratio | 0.67 | 0.98 | 68% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 5.901 | -4.973 | -119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| 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 | -11.51 | -81% |
| Returns for 3 years | 31.62 | -7.50 | -421% |
| Returns for 5 years | 46.92 | -10.36 | -453% |
| Returns for 10 years | 101.31 | N/A | - |
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