PMBMX
Price
$44.29
Change
+$0.31 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
WSMDX
Price
$26.95
Change
+$0.20 (+0.75%)
Updated
Jul 25 closing price
Net Assets
1.43B
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PMBMX vs WSMDX

Header iconPMBMX vs WSMDX Comparison
Open Charts PMBMX vs WSMDXBanner chart's image
Principal MidCap R3
Price$44.29
Change+$0.31 (+0.70%)
VolumeN/A
Net Assets33.21B
William Blair Small-Mid Cap Growth I
Price$26.95
Change+$0.20 (+0.75%)
VolumeN/A
Net Assets1.43B
PMBMX vs WSMDX Comparison Chart in %
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PMBMX vs. WSMDX 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 PMBMX is a StrongBuy and WSMDX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. WSMDX (1.43B). PMBMX pays higher dividends than WSMDX: PMBMX (0.02) vs WSMDX (0.00). PMBMX was incepted earlier than WSMDX: PMBMX (25 years) vs WSMDX (22 years). PMBMX (1.14) and WSMDX (1.11) have similar cost to investors . WSMDX is a more actively managed with annual turnover of: 63.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than WSMDX: PMBMX (0) vs WSMDX (500000). PMBMX annual gain was more profitable for investors over the last year : 13.04 vs. WSMDX (-9.59). PMBMX return over 5 years is better than : 52.44 vs. WSMDX (-3.54).
PMBMXWSMDXPMBMX / WSMDX
Total Expense Ratio1.140.99115%
Annual Report Gross Expense Ratio1.141.11103%
Fund Existence25 years22 years-
Gain YTD8.421-3.853-219%
Front LoadN/AN/A-
Min. Initial Investment0500000-
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B1.43B2,317%
Annual Yield % from dividends0.020.00-
Returns for 1 year13.04-9.59-136%
Returns for 3 years47.273.341,417%
Returns for 5 years52.44-3.54-1,480%
Returns for 10 years97.4227.73351%
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