PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
WSMDX
Price
$26.95
Change
+$0.20 (+0.75%)
Updated
Jul 25 closing price
Net Assets
1.43B
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PMBPX vs WSMDX

Header iconPMBPX vs WSMDX Comparison
Open Charts PMBPX vs WSMDXBanner chart's image
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
William Blair Small-Mid Cap Growth I
Price$26.95
Change+$0.20 (+0.75%)
VolumeN/A
Net Assets1.43B
PMBPX vs WSMDX Comparison Chart in %
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PMBPX vs. WSMDX commentary
Jul 28, 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 Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. WSMDX (1.43B). 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 : 13.61 vs. WSMDX (-9.59). PMBPX return over 5 years is better than : 56.25 vs. WSMDX (-3.54).
PMBPXWSMDXPMBPX / WSMDX
Total Expense Ratio0.830.9984%
Annual Report Gross Expense Ratio0.831.1175%
Fund Existence25 years22 years-
Gain YTD8.606-3.853-223%
Front LoadN/AN/A-
Min. Initial Investment0500000-
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B1.43B2,317%
Annual Yield % from dividends0.010.00-
Returns for 1 year13.61-9.59-142%
Returns for 3 years49.383.341,480%
Returns for 5 years56.25-3.54-1,588%
Returns for 10 years107.2727.73387%
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