PMBCX
Price
$34.60
Change
-$0.01 (-0.03%)
Updated
Nov 19 closing price
Net Assets
30.83B
WSMRX
Price
$27.14
Change
+$0.31 (+1.16%)
Updated
Nov 19 closing price
Net Assets
1.26B
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PMBCX vs WSMRX

Header iconPMBCX vs WSMRX Comparison
Open Charts PMBCX vs WSMRXBanner chart's image
Principal MidCap C
Price$34.60
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets30.83B
William Blair Small-Mid Cap Growth R6
Price$27.14
Change+$0.31 (+1.16%)
VolumeN/A
Net Assets1.26B
PMBCX vs WSMRX Comparison Chart in %
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PMBCX vs. WSMRX commentary
Nov 20, 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 Hold and WSMRX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 30.8B vs. WSMRX (1.26B). PMBCX (0.00) and WSMRX (0.00) have matching dividends . PMBCX was incepted earlier than WSMRX: PMBCX (19 years) vs WSMRX (7 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 : -7.81 vs. WSMRX (-15.82). PMBCX return over 5 years is better than : 16.97 vs. WSMRX (-17.81).
PMBCXWSMRXPMBCX / WSMRX
Total Expense Ratio1.750.94186%
Annual Report Gross Expense Ratio1.750.98179%
Fund Existence19 years7 years-
Gain YTD-1.396-3.58839%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets30.8B1.26B2,452%
Annual Yield % from dividends0.000.00-
Returns for 1 year-7.81-15.8249%
Returns for 3 years26.92-0.55-4,897%
Returns for 5 years16.97-17.81-95%
Returns for 10 years65.60N/A-
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