PMBPX
Price
$45.54
Change
+$0.02 (+0.04%)
Updated
Oct 8 closing price
Net Assets
32.87B
WSMDX
Price
$27.75
Change
-$0.32 (-1.14%)
Updated
Oct 7 closing price
Net Assets
1.4B
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PMBPX vs WSMDX

Header iconPMBPX vs WSMDX Comparison
Open Charts PMBPX vs WSMDXBanner chart's image
Principal MidCap R5
Price$45.54
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets32.87B
William Blair Small-Mid Cap Growth I
Price$27.75
Change-$0.32 (-1.14%)
VolumeN/A
Net Assets1.4B
PMBPX vs WSMDX Comparison Chart in %
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PMBPX vs. WSMDX commentary
Oct 09, 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 Hold and WSMDX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.9B vs. WSMDX (1.4B). PMBPX pays higher dividends than WSMDX: PMBPX (0.01) vs WSMDX (0.00). PMBPX was incepted earlier than WSMDX: PMBPX (25 years) vs WSMDX (22 years). WSMDX (1.11) is less costly to investors than PMBPX (0.83). WSMDX is a more actively managed with annual turnover of: 63.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than WSMDX: PMBPX (0) vs WSMDX (500000). PMBPX annual gain was more profitable for investors over the last year : 2.65 vs. WSMDX (-8.89). PMBPX return over 5 years is better than : 38.96 vs. WSMDX (-9.74).
PMBPXWSMDXPMBPX / WSMDX
Total Expense Ratio0.830.9984%
Annual Report Gross Expense Ratio0.831.1175%
Fund Existence25 years22 years-
Gain YTD4.7400.1433,322%
Front LoadN/AN/A-
Min. Initial Investment0500000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.9B1.4B2,345%
Annual Yield % from dividends0.010.00-
Returns for 1 year2.65-8.89-30%
Returns for 3 years53.7411.30476%
Returns for 5 years38.96-9.74-400%
Returns for 10 years107.9738.48281%
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