PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
WSMRX
Price
$26.72
Change
+$0.27 (+1.02%)
Updated
Jul 3 closing price
Net Assets
1.45B
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PMBJX vs WSMRX

Header iconPMBJX vs WSMRX Comparison
Open Charts PMBJX vs WSMRXBanner 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 R6
Price$26.72
Change+$0.27 (+1.02%)
VolumeN/A
Net Assets1.45B
PMBJX vs WSMRX Comparison Chart in %
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PMBJX vs. WSMRX commentary
Jul 05, 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 WSMRX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. WSMRX (1.45B). PMBJX pays higher dividends than WSMRX: PMBJX (0.06) vs WSMRX (0.00). PMBJX was incepted earlier than WSMRX: PMBJX (24 years) vs WSMRX (6 years). WSMRX (0.98) is less costly to investors than PMBJX (0.78). WSMRX is a more actively managed with annual turnover of: 63.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than WSMRX: PMBJX (1000) vs WSMRX (1000000). PMBJX annual gain was more profitable for investors over the last year : 15.26 vs. WSMRX (-6.70). PMBJX return over 5 years is better than : 58.39 vs. WSMRX (-2.52).
PMBJXWSMRXPMBJX / WSMRX
Total Expense Ratio0.780.9483%
Annual Report Gross Expense Ratio0.780.9880%
Fund Existence24 years6 years-
Gain YTD7.057-5.080-139%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B1.45B2,234%
Annual Yield % from dividends0.060.00-
Returns for 1 year15.26-6.70-228%
Returns for 3 years51.796.07853%
Returns for 5 years58.39-2.52-2,320%
Returns for 10 years100.46N/A-
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