PMBPX
Price
$46.52
Change
+$0.48 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
WSMRX
Price
$26.72
Change
+$0.27 (+1.02%)
Updated
Jul 3 closing price
Net Assets
1.45B
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PMBPX vs WSMRX

Header iconPMBPX vs WSMRX Comparison
Open Charts PMBPX vs WSMRXBanner 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 R6
Price$26.72
Change+$0.27 (+1.02%)
VolumeN/A
Net Assets1.45B
PMBPX vs WSMRX Comparison Chart in %
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PMBPX vs. WSMRX commentary
Jul 05, 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 Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. WSMRX (1.45B). 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 : 15.41 vs. WSMRX (-6.70). PMBPX return over 5 years is better than : 59.60 vs. WSMRX (-2.52).
PMBPXWSMRXPMBPX / WSMRX
Total Expense Ratio0.830.9488%
Annual Report Gross Expense Ratio0.830.9885%
Fund Existence25 years6 years-
Gain YTD7.041-5.080-139%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B1.45B2,234%
Annual Yield % from dividends0.010.00-
Returns for 1 year15.41-6.70-230%
Returns for 3 years52.396.07863%
Returns for 5 years59.60-2.52-2,368%
Returns for 10 years104.46N/A-
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