PMBCX
Price
$36.11
Change
+$0.02 (+0.06%)
Updated
Oct 24 closing price
Net Assets
32.32B
WSMRX
Price
$28.38
Change
+$0.26 (+0.92%)
Updated
Oct 24 closing price
Net Assets
1.39B
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PMBCX vs WSMRX

Header iconPMBCX vs WSMRX Comparison
Open Charts PMBCX vs WSMRXBanner chart's image
Principal MidCap C
Price$36.11
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets32.32B
William Blair Small-Mid Cap Growth R6
Price$28.38
Change+$0.26 (+0.92%)
VolumeN/A
Net Assets1.39B
PMBCX vs WSMRX Comparison Chart in %
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PMBCX vs. WSMRX commentary
Oct 26, 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 PMBCX is a Buy and WSMRX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 32.3B vs. WSMRX (1.39B). PMBCX (0.00) and WSMRX (0.00) have matching dividends . PMBCX was incepted earlier than WSMRX: PMBCX (19 years) vs WSMRX (6 years). PMBCX (1.75) is less costly to investors than WSMRX (0.98). WSMRX is a more actively managed with annual turnover of: 63.00 vs. PMBCX (10.50). PMBCX has a lower initial minimum investment than WSMRX: PMBCX (1000) vs WSMRX (1000000). PMBCX annual gain was more profitable for investors over the last year : -1.55 vs. WSMRX (-9.01). PMBCX return over 5 years is better than : 28.19 vs. WSMRX (-9.13).
PMBCXWSMRXPMBCX / WSMRX
Total Expense Ratio1.750.94186%
Annual Report Gross Expense Ratio1.750.98179%
Fund Existence19 years6 years-
Gain YTD2.8770.817352%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B1.39B2,330%
Annual Yield % from dividends0.000.00-
Returns for 1 year-1.55-9.0117%
Returns for 3 years41.778.65483%
Returns for 5 years28.19-9.13-309%
Returns for 10 years75.72N/A-
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