PMBPX
Price
$44.30
Change
-$0.69 (-1.53%)
Updated
Jun 13 closing price
Net Assets
30.56B
WSMRX
Price
$25.37
Change
-$0.39 (-1.51%)
Updated
Jun 13 closing price
Net Assets
1.41B
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PMBPX vs WSMRX

Header iconPMBPX vs WSMRX Comparison
Open Charts PMBPX vs WSMRXBanner chart's image
Principal MidCap R5
Price$44.30
Change-$0.69 (-1.53%)
VolumeN/A
Net Assets30.56B
William Blair Small-Mid Cap Growth R6
Price$25.37
Change-$0.39 (-1.51%)
VolumeN/A
Net Assets1.41B
PMBPX vs WSMRX Comparison Chart
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PMBPX vs. WSMRX commentary
Jun 15, 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 WSMRX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. WSMRX (1.41B). PMBPX pays higher dividends than WSMRX: PMBPX (0.01) vs WSMRX (0.00). PMBPX was incepted earlier than WSMRX: PMBPX (25 years) vs WSMRX (6 years). WSMRX (0.98) is less costly to investors than PMBPX (0.83). WSMRX is a more actively managed with annual turnover of: 63.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than WSMRX: PMBPX (0) vs WSMRX (1000000). PMBPX annual gain was more profitable for investors over the last year : 10.26 vs. WSMRX (-12.31). PMBPX return over 5 years is better than : 54.31 vs. WSMRX (-4.08).
PMBPXWSMRXPMBPX / WSMRX
Total Expense Ratio0.830.9488%
Annual Report Gross Expense Ratio0.830.9885%
Fund Existence25 years6 years-
Gain YTD1.933-9.876-20%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets30.6B1.41B2,173%
Annual Yield % from dividends0.010.00-
Returns for 1 year10.26-12.31-83%
Returns for 3 years49.522.751,798%
Returns for 5 years54.31-4.08-1,330%
Returns for 10 years92.68N/A-
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