PMBJX
Price
$43.69
Change
-$0.13 (-0.30%)
Updated
Sep 5 closing price
Net Assets
33.05B
WSMNX
Price
$24.95
Change
+$0.23 (+0.93%)
Updated
Sep 5 closing price
Net Assets
1.43B
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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-$0.13 (-0.30%)
VolumeN/A
Net Assets33.05B
William Blair Small-Mid Cap Growth N
Price$24.95
Change+$0.23 (+0.93%)
VolumeN/A
Net Assets1.43B
PMBJX vs WSMNX Comparison Chart in %
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PMBJX vs. WSMNX commentary
Sep 08, 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: 33B vs. WSMNX (1.43B). PMBJX pays higher dividends than WSMNX: PMBJX (0.06) vs WSMNX (0.00). PMBJX was incepted earlier than WSMNX: PMBJX (25 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 : 9.02 vs. WSMNX (-8.27). PMBJX return over 5 years is better than : 46.26 vs. WSMNX (-9.17).
PMBJXWSMNXPMBJX / WSMNX
Total Expense Ratio0.781.2463%
Annual Report Gross Expense Ratio0.781.3657%
Fund Existence25 years22 years-
Gain YTD7.057-1.422-496%
Front LoadN/AN/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets33B1.43B2,314%
Annual Yield % from dividends0.060.00-
Returns for 1 year9.02-8.27-109%
Returns for 3 years45.532.971,532%
Returns for 5 years46.26-9.17-504%
Returns for 10 years107.6526.33409%
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