PMBPX
Price
$42.66
Change
-$0.08 (-0.19%)
Updated
Jan 14 closing price
Net Assets
31.35B
WSMDX
Price
$28.66
Change
-$0.01 (-0.03%)
Updated
Jan 14 closing price
Net Assets
1.28B
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PMBPX vs WSMDX

Header iconPMBPX vs WSMDX Comparison
Open Charts PMBPX vs WSMDXBanner chart's image
Principal MidCap R5
Price$42.66
Change-$0.08 (-0.19%)
VolumeN/A
Net Assets31.35B
William Blair Small-Mid Cap Growth I
Price$28.66
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets1.28B
PMBPX vs WSMDX Comparison Chart in %
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PMBPX vs. WSMDX commentary
Jan 15, 2026

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 Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.3B vs. WSMDX (1.28B). PMBPX (0.00) and WSMDX (0.00) have matching dividends . 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 : 1.42 vs. PMBPX (0.09). PMBPX return over 5 years is better than : 20.98 vs. WSMDX (-20.85).
PMBPXWSMDXPMBPX / WSMDX
Total Expense Ratio0.830.9984%
Annual Report Gross Expense Ratio0.831.1175%
Fund Existence25 years22 years-
Gain YTD2.6664.48459%
Front LoadN/AN/A-
Min. Initial Investment0500000-
Min. Initial Investment IRAN/AN/A-
Net Assets31.3B1.28B2,443%
Annual Yield % from dividends0.000.00-
Returns for 1 year0.091.427%
Returns for 3 years31.844.03790%
Returns for 5 years20.98-20.85-101%
Returns for 10 years131.1765.86199%
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