PMBCX
Price
$35.64
Change
+$0.17 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.76B
WSMRX
Price
$27.60
Change
-$0.01 (-0.04%)
Updated
Oct 17 closing price
Net Assets
1.35B
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PMBCX vs WSMRX

Header iconPMBCX vs WSMRX Comparison
Open Charts PMBCX vs WSMRXBanner chart's image
Principal MidCap C
Price$35.64
Change+$0.17 (+0.48%)
VolumeN/A
Net Assets31.76B
William Blair Small-Mid Cap Growth R6
Price$27.60
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets1.35B
PMBCX vs WSMRX Comparison Chart in %
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PMBCX vs. WSMRX commentary
Oct 19, 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 Buy and WSMRX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 31.8B vs. WSMRX (1.35B). 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 : -4.45 vs. WSMRX (-12.99). PMBCX return over 5 years is better than : 25.71 vs. WSMRX (-12.16).
PMBCXWSMRXPMBCX / WSMRX
Total Expense Ratio1.750.94186%
Annual Report Gross Expense Ratio1.750.98179%
Fund Existence19 years6 years-
Gain YTD1.538-1.954-79%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets31.8B1.35B2,349%
Annual Yield % from dividends0.000.00-
Returns for 1 year-4.45-12.9934%
Returns for 3 years42.568.36509%
Returns for 5 years25.71-12.16-212%
Returns for 10 years73.94N/A-
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