PMBPX
Price
$44.46
Change
+$0.21 (+0.47%)
Updated
Oct 17 closing price
Net Assets
31.76B
WSMDX
Price
$27.46
Change
-$0.02 (-0.07%)
Updated
Oct 17 closing price
Net Assets
1.35B
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PMBPX vs WSMDX

Header iconPMBPX vs WSMDX Comparison
Open Charts PMBPX vs WSMDXBanner chart's image
Principal MidCap R5
Price$44.46
Change+$0.21 (+0.47%)
VolumeN/A
Net Assets31.76B
William Blair Small-Mid Cap Growth I
Price$27.46
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets1.35B
PMBPX vs WSMDX Comparison Chart in %
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PMBPX vs. WSMDX commentary
Oct 19, 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 Buy and WSMDX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.8B vs. WSMDX (1.35B). 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 : -2.88 vs. WSMDX (-13.10). PMBPX return over 5 years is better than : 36.06 vs. WSMDX (-12.49).
PMBPXWSMDXPMBPX / WSMDX
Total Expense Ratio0.830.9984%
Annual Report Gross Expense Ratio0.831.1175%
Fund Existence25 years22 years-
Gain YTD2.301-2.034-113%
Front LoadN/AN/A-
Min. Initial Investment0500000-
Min. Initial Investment IRAN/AN/A-
Net Assets31.8B1.35B2,349%
Annual Yield % from dividends0.010.00-
Returns for 1 year-2.88-13.1022%
Returns for 3 years49.268.11607%
Returns for 5 years36.06-12.49-289%
Returns for 10 years102.5735.67288%
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