PMBPX
Price
$46.86
Change
+$0.92 (+2.00%)
Updated
Aug 22 closing price
Net Assets
33.16B
WSMRX
Price
$27.25
Change
+$0.65 (+2.44%)
Updated
Aug 22 closing price
Net Assets
1.41B
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PMBPX vs WSMRX

Header iconPMBPX vs WSMRX Comparison
Open Charts PMBPX vs WSMRXBanner chart's image
Principal MidCap R5
Price$46.86
Change+$0.92 (+2.00%)
VolumeN/A
Net Assets33.16B
William Blair Small-Mid Cap Growth R6
Price$27.25
Change+$0.65 (+2.44%)
VolumeN/A
Net Assets1.41B
PMBPX vs WSMRX Comparison Chart in %
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PMBPX vs. WSMRX commentary
Aug 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 PMBPX is a Buy and WSMRX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. WSMRX (1.41B). 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 : 10.01 vs. WSMRX (-9.71). PMBPX return over 5 years is better than : 48.12 vs. WSMRX (-8.50).
PMBPXWSMRXPMBPX / WSMRX
Total Expense Ratio0.830.9488%
Annual Report Gross Expense Ratio0.830.9885%
Fund Existence25 years6 years-
Gain YTD7.823-3.197-245%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B1.41B2,353%
Annual Yield % from dividends0.010.00-
Returns for 1 year10.01-9.71-103%
Returns for 3 years40.18-0.95-4,252%
Returns for 5 years48.12-8.50-566%
Returns for 10 years123.53N/A-
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