PMBPX
Price
$42.33
Change
+$0.11 (+0.26%)
Updated
Dec 24 closing price
Net Assets
31.09B
WSMDX
Price
$28.06
Change
+$0.07 (+0.25%)
Updated
Dec 24 closing price
Net Assets
1.31B
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PMBPX vs WSMDX

Header iconPMBPX vs WSMDX Comparison
Open Charts PMBPX vs WSMDXBanner chart's image
Principal MidCap R5
Price$42.33
Change+$0.11 (+0.26%)
VolumeN/A
Net Assets31.09B
William Blair Small-Mid Cap Growth I
Price$28.06
Change+$0.07 (+0.25%)
VolumeN/A
Net Assets1.31B
PMBPX vs WSMDX Comparison Chart in %
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PMBPX vs. WSMDX commentary
Dec 25, 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 PMBPX is a Hold and WSMDX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.1B vs. WSMDX (1.31B). PMBPX pays higher dividends than WSMDX: PMBPX (0.01) vs WSMDX (0.00). PMBPX was incepted earlier than WSMDX: PMBPX (25 years) vs WSMDX (22 years). WSMDX (1.11) is less costly to investors than PMBPX (0.83). WSMDX is a more actively managed with annual turnover of: 63.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than WSMDX: PMBPX (0) vs WSMDX (500000). WSMDX annual gain was more profitable for investors over the last year : -1.37 vs. PMBPX (-4.57). PMBPX return over 5 years is better than : 20.33 vs. WSMDX (-21.09).
PMBPXWSMDXPMBPX / WSMDX
Total Expense Ratio0.830.9984%
Annual Report Gross Expense Ratio0.831.1175%
Fund Existence25 years22 years-
Gain YTD-2.6000.107-2,429%
Front LoadN/AN/A-
Min. Initial Investment0500000-
Min. Initial Investment IRAN/AN/A-
Net Assets31.1B1.31B2,376%
Annual Yield % from dividends0.010.00-
Returns for 1 year-4.57-1.37333%
Returns for 3 years38.898.01486%
Returns for 5 years20.33-21.09-96%
Returns for 10 years105.5344.86235%
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