PMBJX
Price
$44.34
Change
+$0.32 (+0.73%)
Updated
Jul 25 closing price
Net Assets
33.21B
WSMRX
Price
$27.07
Change
+$0.19 (+0.71%)
Updated
Jul 25 closing price
Net Assets
1.43B
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PMBJX vs WSMRX

Header iconPMBJX vs WSMRX Comparison
Open Charts PMBJX vs WSMRXBanner chart's image
Principal MidCap J
Price$44.34
Change+$0.32 (+0.73%)
VolumeN/A
Net Assets33.21B
William Blair Small-Mid Cap Growth R6
Price$27.07
Change+$0.19 (+0.71%)
VolumeN/A
Net Assets1.43B
PMBJX vs WSMRX Comparison Chart in %
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PMBJX vs. WSMRX commentary
Jul 28, 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: 33.2B vs. WSMRX (1.43B). 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 : 13.47 vs. WSMRX (-9.53). PMBJX return over 5 years is better than : 55.02 vs. WSMRX (-3.18).
PMBJXWSMRXPMBJX / WSMRX
Total Expense Ratio0.780.9483%
Annual Report Gross Expense Ratio0.780.9880%
Fund Existence24 years6 years-
Gain YTD8.650-3.837-225%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B1.43B2,317%
Annual Yield % from dividends0.060.00-
Returns for 1 year13.47-9.53-141%
Returns for 3 years48.883.561,374%
Returns for 5 years55.02-3.18-1,728%
Returns for 10 years103.26N/A-
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