PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
WSMDX
Price
$26.59
Change
+$0.27 (+1.03%)
Updated
Jul 3 closing price
Net Assets
1.45B
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PMBJX vs WSMDX

Header iconPMBJX vs WSMDX Comparison
Open Charts PMBJX vs WSMDXBanner chart's image
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
William Blair Small-Mid Cap Growth I
Price$26.59
Change+$0.27 (+1.03%)
VolumeN/A
Net Assets1.45B
PMBJX vs WSMDX Comparison Chart in %
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PMBJX vs. WSMDX commentary
Jul 07, 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 PMBJX is a StrongBuy and WSMDX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. WSMDX (1.45B). PMBJX pays higher dividends than WSMDX: PMBJX (0.06) vs WSMDX (0.00). PMBJX was incepted earlier than WSMDX: PMBJX (24 years) vs WSMDX (22 years). WSMDX (1.11) is less costly to investors than PMBJX (0.78). WSMDX is a more actively managed with annual turnover of: 63.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than WSMDX: PMBJX (1000) vs WSMDX (500000). PMBJX annual gain was more profitable for investors over the last year : 15.26 vs. WSMDX (-6.83). PMBJX return over 5 years is better than : 58.39 vs. WSMDX (-2.89).
PMBJXWSMDXPMBJX / WSMDX
Total Expense Ratio0.780.9979%
Annual Report Gross Expense Ratio0.781.1170%
Fund Existence24 years22 years-
Gain YTD7.057-5.137-137%
Front LoadN/AN/A-
Min. Initial Investment10005000000%
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B1.45B2,234%
Annual Yield % from dividends0.060.00-
Returns for 1 year15.26-6.83-223%
Returns for 3 years51.795.85885%
Returns for 5 years58.39-2.89-2,024%
Returns for 10 years100.4625.96387%
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