PMBMX
Price
$44.29
Change
+$0.31 (+0.70%)
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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PMBMX vs WSMRX

Header iconPMBMX vs WSMRX Comparison
Open Charts PMBMX vs WSMRXBanner 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 R6
Price$27.07
Change+$0.19 (+0.71%)
VolumeN/A
Net Assets1.43B
PMBMX vs WSMRX Comparison Chart in %
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PMBMX 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 PMBMX is a StrongBuy and WSMRX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. WSMRX (1.43B). 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 : 13.04 vs. WSMRX (-9.53). PMBMX return over 5 years is better than : 52.44 vs. WSMRX (-3.18).
PMBMXWSMRXPMBMX / WSMRX
Total Expense Ratio1.140.94121%
Annual Report Gross Expense Ratio1.140.98116%
Fund Existence25 years6 years-
Gain YTD8.421-3.837-219%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B1.43B2,317%
Annual Yield % from dividends0.020.00-
Returns for 1 year13.04-9.53-137%
Returns for 3 years47.273.561,329%
Returns for 5 years52.44-3.18-1,648%
Returns for 10 years97.42N/A-
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