PMBMX
Price
$41.58
Change
-$0.64 (-1.52%)
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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PMBMX vs WSMRX

Header iconPMBMX vs WSMRX Comparison
Open Charts PMBMX vs WSMRXBanner chart's image
Principal MidCap R3
Price$41.58
Change-$0.64 (-1.52%)
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
PMBMX vs WSMRX Comparison Chart
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PMBMX 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 PMBMX is a Hold and WSMRX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.6B 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 : 9.71 vs. WSMRX (-12.31). PMBMX return over 5 years is better than : 50.58 vs. WSMRX (-4.08).
PMBMXWSMRXPMBMX / WSMRX
Total Expense Ratio1.140.94121%
Annual Report Gross Expense Ratio1.140.98116%
Fund Existence25 years6 years-
Gain YTD1.787-9.876-18%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.6B1.43B2,140%
Annual Yield % from dividends0.020.00-
Returns for 1 year9.71-12.31-79%
Returns for 3 years47.382.751,720%
Returns for 5 years50.58-4.08-1,239%
Returns for 10 years83.54N/A-
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