PMBJX
Price
$41.61
Change
-$0.64 (-1.51%)
Updated
Jun 13 closing price
Net Assets
30.56B
WSMRX
Price
$25.37
Change
-$0.39 (-1.51%)
Updated
Jun 13 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$41.61
Change-$0.64 (-1.51%)
VolumeN/A
Net Assets30.56B
William Blair Small-Mid Cap Growth R6
Price$25.37
Change-$0.39 (-1.51%)
VolumeN/A
Net Assets1.43B
PMBJX vs WSMRX Comparison Chart
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PMBJX vs. WSMRX commentary
Jun 15, 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 Hold and WSMRX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.6B 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 : 10.12 vs. WSMRX (-12.31). PMBJX return over 5 years is better than : 53.13 vs. WSMRX (-4.08).
PMBJXWSMRXPMBJX / WSMRX
Total Expense Ratio0.780.9483%
Annual Report Gross Expense Ratio0.780.9880%
Fund Existence24 years6 years-
Gain YTD1.960-9.876-20%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets30.6B1.43B2,140%
Annual Yield % from dividends0.060.00-
Returns for 1 year10.12-12.31-82%
Returns for 3 years48.962.751,778%
Returns for 5 years53.13-4.08-1,301%
Returns for 10 years88.94N/A-
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