PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
WSMDX
Price
$26.59
Change
+$0.27 (+1.03%)
Updated
Jul 3 closing price
Net Assets
1.45B
Interact to see
Advertisement

PMBPX vs WSMDX

Header iconPMBPX vs WSMDX Comparison
Open Charts PMBPX vs WSMDXBanner chart's image
Principal MidCap R5
Price$46.52
Change+$0.48 (+1.04%)
VolumeN/A
Net Assets32.28B
William Blair Small-Mid Cap Growth I
Price$26.59
Change+$0.27 (+1.03%)
VolumeN/A
Net Assets1.45B
PMBPX vs WSMDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
PMBPX vs. WSMDX commentary
Jul 07, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. WSMDX (1.45B). 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 : 15.41 vs. WSMDX (-6.83). PMBPX return over 5 years is better than : 59.60 vs. WSMDX (-2.89).
PMBPXWSMDXPMBPX / WSMDX
Total Expense Ratio0.830.9984%
Annual Report Gross Expense Ratio0.831.1175%
Fund Existence25 years22 years-
Gain YTD7.041-5.137-137%
Front LoadN/AN/A-
Min. Initial Investment0500000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B1.45B2,234%
Annual Yield % from dividends0.010.00-
Returns for 1 year15.41-6.83-226%
Returns for 3 years52.395.85895%
Returns for 5 years59.60-2.89-2,066%
Returns for 10 years104.4625.96402%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
AGQ49.440.70
+1.44%
ProShares Ultra Silver
ZAP26.870.35
+1.34%
Global X U.S. Electrification ETF
FLC17.090.06
+0.35%
Flaherty & Crumrine Total Return Fund
FNDF40.500.07
+0.17%
Schwab Fundamental International Eq ETF
KTEC15.85-0.08
-0.50%
KraneShares Hang Seng TECH ETF