PMBMX
Price
$43.65
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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PMBMX vs WSMRX

Header iconPMBMX vs WSMRX Comparison
Open Charts PMBMX vs WSMRXBanner 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 R6
Price$26.72
Change+$0.27 (+1.02%)
VolumeN/A
Net Assets1.45B
PMBMX vs WSMRX Comparison Chart in %
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PMBMX 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 PMBMX is a StrongBuy and WSMRX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. WSMRX (1.45B). PMBMX pays higher dividends than WSMRX: PMBMX (0.02) vs WSMRX (0.00). PMBMX was incepted earlier than WSMRX: PMBMX (25 years) vs WSMRX (6 years). PMBMX (1.14) is less costly to investors than WSMRX (0.98). WSMRX is a more actively managed with annual turnover of: 63.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than WSMRX: PMBMX (0) vs WSMRX (1000000). PMBMX annual gain was more profitable for investors over the last year : 14.80 vs. WSMRX (-6.70). PMBMX return over 5 years is better than : 55.71 vs. WSMRX (-2.52).
PMBMXWSMRXPMBMX / WSMRX
Total Expense Ratio1.140.94121%
Annual Report Gross Expense Ratio1.140.98116%
Fund Existence25 years6 years-
Gain YTD6.854-5.080-135%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B1.45B2,234%
Annual Yield % from dividends0.020.00-
Returns for 1 year14.80-6.70-221%
Returns for 3 years50.196.07826%
Returns for 5 years55.71-2.52-2,213%
Returns for 10 years94.74N/A-
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