PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
30.56B
WSMDX
Price
$25.25
Change
-$0.39 (-1.52%)
Updated
Jun 13 closing price
Net Assets
1.41B
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PMBPX vs WSMDX

Header iconPMBPX vs WSMDX Comparison
Open Charts PMBPX vs WSMDXBanner chart's image
Principal MidCap R5
Price$44.30
Change-$0.69 (-1.53%)
VolumeN/A
Net Assets30.56B
William Blair Small-Mid Cap Growth I
Price$25.25
Change-$0.39 (-1.52%)
VolumeN/A
Net Assets1.41B
PMBPX vs WSMDX Comparison Chart
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PMBPX vs. WSMDX commentary
Jun 16, 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 StrongBuy and WSMDX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. WSMDX (1.41B). PMBPX pays higher dividends than WSMDX: PMBPX (0.01) vs WSMDX (0.00). PMBPX was incepted earlier than WSMDX: PMBPX (25 years) vs WSMDX (21 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). PMBPX annual gain was more profitable for investors over the last year : 10.26 vs. WSMDX (-12.42). PMBPX return over 5 years is better than : 54.31 vs. WSMDX (-4.43).
PMBPXWSMDXPMBPX / WSMDX
Total Expense Ratio0.830.9984%
Annual Report Gross Expense Ratio0.831.1175%
Fund Existence25 years21 years-
Gain YTD1.933-9.918-19%
Front LoadN/AN/A-
Min. Initial Investment0500000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.6B1.41B2,173%
Annual Yield % from dividends0.010.00-
Returns for 1 year10.26-12.42-83%
Returns for 3 years49.522.521,967%
Returns for 5 years54.31-4.43-1,226%
Returns for 10 years92.6819.50475%
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