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PMBJX vs WSMDX
PMBJX vs WSMDX Comparison
Open Charts PMBJX vs WSMDX
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.
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).
| PMBJX | WSMDX | PMBJX / WSMDX | |
| Total Expense Ratio | 0.78 | 0.99 | 79% |
| Annual Report Gross Expense Ratio | 0.78 | 1.11 | 70% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 7.057 | -5.137 | -137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.3B | 1.45B | 2,234% |
| Annual Yield % from dividends | 0.06 | 0.00 | - |
| Returns for 1 year | 15.26 | -6.83 | -223% |
| Returns for 3 years | 51.79 | 5.85 | 885% |
| Returns for 5 years | 58.39 | -2.89 | -2,024% |
| Returns for 10 years | 100.46 | 25.96 | 387% |
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