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RPTIX vs WSMRX
RPTIX vs WSMRX Comparison
Open Charts RPTIX vs WSMRX
T. Rowe Price Mid-Cap Growth I
Price$102.65
Change+$0.38 (+0.37%)
VolumeN/A
Net Assets30.69B
William Blair Small-Mid Cap Growth R6
Price$29.13
Change+$0.16 (+0.55%)
VolumeN/A
Net Assets1.83B
RPTIX vs WSMRX Comparison Chart
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RPTIX vs. WSMRX commentary
Jan 19, 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 RPTIX is a Hold and WSMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RPTIX has more cash in the bank: 30.7B vs. WSMRX (1.83B). RPTIX pays higher dividends than WSMRX: RPTIX (0.18) vs WSMRX (0.00). RPTIX was incepted earlier than WSMRX: RPTIX (9 years) vs WSMRX (6 years). WSMRX is a more actively managed with annual turnover of: 49.00 vs. RPTIX (21.70). RPTIX has a lower initial minimum investment than WSMRX: RPTIX (500000) vs WSMRX (1000000). WSMRX annual gain was more profitable for investors over the last year : 5.12 vs. RPTIX (3.28). RPTIX return over 5 years is better than : 4.59 vs. WSMRX (3.01).
| RPTIX | WSMRX | RPTIX / WSMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 2.609 | 3.481 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.7B | 1.83B | 1,675% |
| Annual Yield % from dividends | 0.18 | 0.00 | - |
| Returns for 1 year | 3.28 | 5.12 | 64% |
| Returns for 3 years | -3.23 | -5.33 | 61% |
| Returns for 5 years | 4.59 | 3.01 | 153% |
| Returns for 10 years | N/A | N/A | - |