PMBPX
Price
$45.82
Change
+$0.34 (+0.75%)
Updated
Sep 26 closing price
Net Assets
33.04B
WSMDX
Price
$27.64
Change
+$0.19 (+0.69%)
Updated
Sep 26 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$45.82
Change+$0.34 (+0.75%)
VolumeN/A
Net Assets33.04B
William Blair Small-Mid Cap Growth I
Price$27.64
Change+$0.19 (+0.69%)
VolumeN/A
Net Assets1.41B
PMBPX vs WSMDX Comparison Chart in %
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PMBPX vs. WSMDX commentary
Sep 29, 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 Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33B 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 (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). PMBPX annual gain was more profitable for investors over the last year : 2.56 vs. WSMDX (-11.30). PMBPX return over 5 years is better than : 48.73 vs. WSMDX (-4.03).
PMBPXWSMDXPMBPX / WSMDX
Total Expense Ratio0.830.9984%
Annual Report Gross Expense Ratio0.831.1175%
Fund Existence25 years22 years-
Gain YTD5.430-1.391-390%
Front LoadN/AN/A-
Min. Initial Investment0500000-
Min. Initial Investment IRAN/AN/A-
Net Assets33B1.41B2,349%
Annual Yield % from dividends0.010.00-
Returns for 1 year2.56-11.30-23%
Returns for 3 years56.2312.68444%
Returns for 5 years48.73-4.03-1,210%
Returns for 10 years123.1242.40290%
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