PMBJX
Price
$40.58
Change
-$0.00 (-0.00%)
Updated
Nov 18 closing price
Net Assets
30.87B
WSMDX
Price
$26.70
Change
+$0.09 (+0.34%)
Updated
Nov 18 closing price
Net Assets
1.25B
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PMBJX vs WSMDX

Header iconPMBJX vs WSMDX Comparison
Open Charts PMBJX vs WSMDXBanner chart's image
Principal MidCap J
Price$40.58
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets30.87B
William Blair Small-Mid Cap Growth I
Price$26.70
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets1.25B
PMBJX vs WSMDX Comparison Chart in %
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PMBJX vs. WSMDX 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 PMBJX is a Hold and WSMDX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.9B vs. WSMDX (1.25B). PMBJX pays higher dividends than WSMDX: PMBJX (0.06) vs WSMDX (0.00). PMBJX was incepted earlier than WSMDX: PMBJX (25 years) vs WSMDX (22 years). WSMDX (1.11) is less costly to investors than PMBJX (0.78). WSMDX is a more actively managed with annual turnover of: 63.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than WSMDX: PMBJX (1000) vs WSMDX (500000). PMBJX annual gain was more profitable for investors over the last year : -6.53 vs. WSMDX (-16.12). PMBJX return over 5 years is better than : 24.63 vs. WSMDX (-18.75).
PMBJXWSMDXPMBJX / WSMDX
Total Expense Ratio0.780.9979%
Annual Report Gross Expense Ratio0.781.1170%
Fund Existence25 years22 years-
Gain YTD-0.564-4.74512%
Front LoadN/AN/A-
Min. Initial Investment10005000000%
Min. Initial Investment IRAN/AN/A-
Net Assets30.9B1.25B2,466%
Annual Yield % from dividends0.060.00-
Returns for 1 year-6.53-16.1241%
Returns for 3 years32.39-1.91-1,696%
Returns for 5 years24.63-18.75-131%
Returns for 10 years89.1230.43293%
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