PMBJX
Price
$39.60
Change
+$0.10 (+0.25%)
Updated
Dec 24 closing price
Net Assets
31.09B
WSMDX
Price
$28.06
Change
+$0.07 (+0.25%)
Updated
Dec 24 closing price
Net Assets
1.31B
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PMBJX vs WSMDX

Header iconPMBJX vs WSMDX Comparison
Open Charts PMBJX vs WSMDXBanner chart's image
Principal MidCap J
Price$39.60
Change+$0.10 (+0.25%)
VolumeN/A
Net Assets31.09B
William Blair Small-Mid Cap Growth I
Price$28.06
Change+$0.07 (+0.25%)
VolumeN/A
Net Assets1.31B
PMBJX vs WSMDX Comparison Chart in %
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PMBJX vs. WSMDX commentary
Dec 25, 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 Hold and WSMDX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.1B vs. WSMDX (1.31B). PMBJX pays higher dividends than WSMDX: PMBJX (0.06) vs WSMDX (0.00). PMBJX was incepted earlier than WSMDX: PMBJX (25 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). WSMDX annual gain was more profitable for investors over the last year : -1.37 vs. PMBJX (-4.93). PMBJX return over 5 years is better than : 18.95 vs. WSMDX (-21.09).
PMBJXWSMDXPMBJX / WSMDX
Total Expense Ratio0.780.9979%
Annual Report Gross Expense Ratio0.781.1170%
Fund Existence25 years22 years-
Gain YTD-2.9650.107-2,770%
Front LoadN/AN/A-
Min. Initial Investment10005000000%
Min. Initial Investment IRAN/AN/A-
Net Assets31.1B1.31B2,376%
Annual Yield % from dividends0.060.00-
Returns for 1 year-4.93-1.37360%
Returns for 3 years38.068.01475%
Returns for 5 years18.95-21.09-90%
Returns for 10 years101.3144.86226%
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