PMBPX
Price
$45.98
Change
-$0.13 (-0.28%)
Updated
Aug 15 closing price
Net Assets
32.48B
WSMDX
Price
$26.63
Change
-$0.02 (-0.08%)
Updated
Aug 15 closing price
Net Assets
1.39B
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PMBPX vs WSMDX

Header iconPMBPX vs WSMDX Comparison
Open Charts PMBPX vs WSMDXBanner chart's image
Principal MidCap R5
Price$45.98
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets32.48B
William Blair Small-Mid Cap Growth I
Price$26.63
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets1.39B
PMBPX vs WSMDX Comparison Chart in %
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PMBPX vs. WSMDX commentary
Aug 18, 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: 32.5B vs. WSMDX (1.39B). 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 : 9.12 vs. WSMDX (-11.59). PMBPX return over 5 years is better than : 45.20 vs. WSMDX (-10.67).
PMBPXWSMDXPMBPX / WSMDX
Total Expense Ratio0.830.9984%
Annual Report Gross Expense Ratio0.831.1175%
Fund Existence25 years22 years-
Gain YTD5.798-4.995-116%
Front LoadN/AN/A-
Min. Initial Investment0500000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.5B1.39B2,336%
Annual Yield % from dividends0.010.00-
Returns for 1 year9.12-11.59-79%
Returns for 3 years30.75-7.69-400%
Returns for 5 years45.20-10.67-424%
Returns for 10 years96.6723.23416%
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