Ad is loading...
RPTIX vs WSMDX
RPTIX vs WSMDX Comparison
Open Charts RPTIX vs WSMDX
T. Rowe Price Mid-Cap Growth I
Price$109.40
Change-$0.77 (-0.70%)
VolumeN/A
CapitalizationN/A
William Blair Small-Mid Cap Growth I
Price$31.17
Change-$0.12 (-0.38%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
RPTIX vs WSMDX Comparison Chart
Loading...
RPTIX vs. WSMDX commentary
Sep 21, 2024
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 RPTIX is a StrongBuy and WSMDX is a Buy.
FUNDAMENTALS
Fundamentals
RPTIX has more cash in the bank: 31.4B vs. WSMDX (1.94B). RPTIX pays higher dividends than WSMDX: RPTIX (0.18) vs WSMDX (0.00). RPTIX was incepted earlier than WSMDX: RPTIX (9 years) vs WSMDX (21 years). WSMDX is a more actively managed with annual turnover of: 49.00 vs. RPTIX (21.70). RPTIX (500000) and WSMDX (500000) have matching initial minimum investment requirements. WSMDX (15.32) and RPTIX (14.81) have marching annual gain over last year. RPTIX return over 5 years is better than : 15.09 vs. WSMDX (9.68).
| RPTIX | WSMDX | RPTIX / WSMDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 21 years | - |
| Gain YTD | 9.127 | 10.180 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 500000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.4B | 1.94B | 1,617% |
| Annual Yield % from dividends | 0.18 | 0.00 | - |
| Returns for 1 year | 14.81 | 15.32 | 97% |
| Returns for 3 years | -13.57 | -18.59 | 73% |
| Returns for 5 years | 15.09 | 9.68 | 156% |
| Returns for 10 years | N/A | 59.93 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...