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PCBIX vs WSMRX
PCBIX vs WSMRX Comparison
Open Charts PCBIX vs WSMRX
Principal MidCap Institutional
Price$45.20
Change-$0.72 (-1.57%)
VolumeN/A
Net Assets31.99B
William Blair Small-Mid Cap Growth R6
Price$27.26
Change-$0.71 (-2.54%)
VolumeN/A
Net Assets1.28B
PCBIX vs WSMRX Comparison Chart in %
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PCBIX vs. WSMRX commentary
Nov 14, 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 Buy and WSMRX is a Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32B vs. WSMRX (1.28B). PCBIX pays higher dividends than WSMRX: PCBIX (0.12) vs WSMRX (0.00). 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 (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 : -6.45 vs. WSMRX (-15.14). PCBIX return over 5 years is better than : 30.96 vs. WSMRX (-13.41).
| 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 | 1.414 | -0.639 | -221% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32B | 1.28B | 2,506% |
| Annual Yield % from dividends | 0.12 | 0.00 | - |
| Returns for 1 year | -6.45 | -15.14 | 43% |
| Returns for 3 years | 35.88 | 0.61 | 5,867% |
| Returns for 5 years | 30.96 | -13.41 | -231% |
| Returns for 10 years | 106.05 | N/A | - |
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