PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
WSMNX
Price
$23.98
Change
+$0.24 (+1.01%)
Updated
Jul 3 closing price
Net Assets
1.45B
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PMBJX vs WSMNX

Header iconPMBJX vs WSMNX Comparison
Open Charts PMBJX vs WSMNXBanner 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 N
Price$23.98
Change+$0.24 (+1.01%)
VolumeN/A
Net Assets1.45B
PMBJX vs WSMNX Comparison Chart in %
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PMBJX vs. WSMNX 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 WSMNX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. WSMNX (1.45B). PMBJX pays higher dividends than WSMNX: PMBJX (0.06) vs WSMNX (0.00). PMBJX was incepted earlier than WSMNX: PMBJX (24 years) vs WSMNX (22 years). WSMNX (1.36) is less costly to investors than PMBJX (0.78). WSMNX is a more actively managed with annual turnover of: 63.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than WSMNX: PMBJX (1000) vs WSMNX (2500). PMBJX annual gain was more profitable for investors over the last year : 15.26 vs. WSMNX (-8.16). PMBJX return over 5 years is better than : 58.39 vs. WSMNX (-6.84).
PMBJXWSMNXPMBJX / WSMNX
Total Expense Ratio0.781.2463%
Annual Report Gross Expense Ratio0.781.3657%
Fund Existence24 years22 years-
Gain YTD7.057-5.255-134%
Front LoadN/AN/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B1.45B2,234%
Annual Yield % from dividends0.060.00-
Returns for 1 year15.26-8.16-187%
Returns for 3 years51.792.831,830%
Returns for 5 years58.39-6.84-854%
Returns for 10 years100.4617.61571%
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