PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
WSMNX
Price
$23.98
Change
+$0.24 (+1.01%)
Updated
Jul 3 closing price
Net Assets
1.45B
Interact to see
Advertisement

PMBPX vs WSMNX

Header iconPMBPX vs WSMNX Comparison
Open Charts PMBPX vs WSMNXBanner 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 N
Price$23.98
Change+$0.24 (+1.01%)
VolumeN/A
Net Assets1.45B
PMBPX vs WSMNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
PMBPX vs. WSMNX 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 WSMNX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. WSMNX (1.45B). PMBPX pays higher dividends than WSMNX: PMBPX (0.01) vs WSMNX (0.00). PMBPX was incepted earlier than WSMNX: PMBPX (25 years) vs WSMNX (22 years). WSMNX (1.36) is less costly to investors than PMBPX (0.83). WSMNX is a more actively managed with annual turnover of: 63.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than WSMNX: PMBPX (0) vs WSMNX (2500). PMBPX annual gain was more profitable for investors over the last year : 15.41 vs. WSMNX (-8.16). PMBPX return over 5 years is better than : 59.60 vs. WSMNX (-6.84).
PMBPXWSMNXPMBPX / WSMNX
Total Expense Ratio0.831.2467%
Annual Report Gross Expense Ratio0.831.3661%
Fund Existence25 years22 years-
Gain YTD7.041-5.255-134%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B1.45B2,234%
Annual Yield % from dividends0.010.00-
Returns for 1 year15.41-8.16-189%
Returns for 3 years52.392.831,851%
Returns for 5 years59.60-6.84-872%
Returns for 10 years104.4617.61593%
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