PMBCX
Price
$33.39
Change
+$0.02 (+0.06%)
Updated
Dec 26 closing price
Net Assets
31.16B
WSMRX
Price
$28.24
Change
+$0.04 (+0.14%)
Updated
Dec 26 closing price
Net Assets
1.3B
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PMBCX vs WSMRX

Header iconPMBCX vs WSMRX Comparison
Open Charts PMBCX vs WSMRXBanner chart's image
Principal MidCap C
Price$33.39
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets31.16B
William Blair Small-Mid Cap Growth R6
Price$28.24
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets1.3B
PMBCX vs WSMRX Comparison Chart in %
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PMBCX vs. WSMRX commentary
Dec 28, 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 Buy.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 31.2B vs. WSMRX (1.31B). PMBCX (0.00) and WSMRX (0.00) have matching dividends . PMBCX was incepted earlier than WSMRX: PMBCX (19 years) vs WSMRX (7 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). WSMRX annual gain was more profitable for investors over the last year : -1.53 vs. PMBCX (-6.78). PMBCX return over 5 years is better than : 9.76 vs. WSMRX (-20.70).
PMBCXWSMRXPMBCX / WSMRX
Total Expense Ratio1.750.94186%
Annual Report Gross Expense Ratio1.750.98179%
Fund Existence19 years7 years-
Gain YTD-4.8720.320-1,524%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets31.2B1.31B2,391%
Annual Yield % from dividends0.000.00-
Returns for 1 year-6.78-1.53442%
Returns for 3 years31.829.29343%
Returns for 5 years9.76-20.70-47%
Returns for 10 years73.27N/A-
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