PMBCX
Price
$36.77
Change
+$0.28 (+0.77%)
Updated
Sep 26 closing price
Net Assets
32.79B
WSMRX
Price
$27.78
Change
+$0.20 (+0.73%)
Updated
Sep 26 closing price
Net Assets
1.4B
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PMBCX vs WSMRX

Header iconPMBCX vs WSMRX Comparison
Open Charts PMBCX vs WSMRXBanner chart's image
Principal MidCap C
Price$36.77
Change+$0.28 (+0.77%)
VolumeN/A
Net Assets32.79B
William Blair Small-Mid Cap Growth R6
Price$27.78
Change+$0.20 (+0.73%)
VolumeN/A
Net Assets1.4B
PMBCX vs WSMRX Comparison Chart in %
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PMBCX vs. WSMRX commentary
Sep 27, 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 PMBCX is a Hold and WSMRX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 32.8B vs. WSMRX (1.4B). PMBCX (0.00) and WSMRX (0.00) have matching dividends . PMBCX was incepted earlier than WSMRX: PMBCX (19 years) vs WSMRX (6 years). PMBCX (1.75) is less costly to investors than WSMRX (0.98). WSMRX is a more actively managed with annual turnover of: 63.00 vs. PMBCX (10.50). PMBCX has a lower initial minimum investment than WSMRX: PMBCX (1000) vs WSMRX (1000000). PMBCX annual gain was more profitable for investors over the last year : 0.96 vs. WSMRX (-11.19). PMBCX return over 5 years is better than : 37.51 vs. WSMRX (-3.64).
PMBCXWSMRXPMBCX / WSMRX
Total Expense Ratio1.750.94186%
Annual Report Gross Expense Ratio1.750.98179%
Fund Existence19 years6 years-
Gain YTD4.758-1.314-362%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets32.8B1.4B2,350%
Annual Yield % from dividends0.000.00-
Returns for 1 year0.96-11.19-9%
Returns for 3 years49.2912.97380%
Returns for 5 years37.51-3.64-1,030%
Returns for 10 years91.71N/A-
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