PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
WSMDX
Price
$26.59
Change
+$0.27 (+1.03%)
Updated
Jul 3 closing price
Net Assets
1.45B
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PMBMX vs WSMDX

Header iconPMBMX vs WSMDX Comparison
Open Charts PMBMX vs WSMDXBanner chart's image
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
William Blair Small-Mid Cap Growth I
Price$26.59
Change+$0.27 (+1.03%)
VolumeN/A
Net Assets1.45B
PMBMX vs WSMDX Comparison Chart in %
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PMBMX vs. WSMDX commentary
Jul 07, 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: 32.3B vs. WSMDX (1.45B). 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 : 14.80 vs. WSMDX (-6.83). PMBMX return over 5 years is better than : 55.71 vs. WSMDX (-2.89).
PMBMXWSMDXPMBMX / WSMDX
Total Expense Ratio1.140.99115%
Annual Report Gross Expense Ratio1.141.11103%
Fund Existence25 years22 years-
Gain YTD6.854-5.137-133%
Front LoadN/AN/A-
Min. Initial Investment0500000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B1.45B2,234%
Annual Yield % from dividends0.020.00-
Returns for 1 year14.80-6.83-217%
Returns for 3 years50.195.85858%
Returns for 5 years55.71-2.89-1,931%
Returns for 10 years94.7425.96365%
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