PEMGX
Price
$43.56
Change
+$0.21 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.93B
WSMDX
Price
$27.46
Change
-$0.02 (-0.07%)
Updated
Oct 17 closing price
Net Assets
1.35B
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PEMGX vs WSMDX

Header iconPEMGX vs WSMDX Comparison
Open Charts PEMGX vs WSMDXBanner chart's image
Principal MidCap A
Price$43.56
Change+$0.21 (+0.48%)
VolumeN/A
Net Assets31.93B
William Blair Small-Mid Cap Growth I
Price$27.46
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets1.35B
PEMGX vs WSMDX Comparison Chart in %
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PEMGX vs. WSMDX commentary
Oct 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 PEMGX is a Buy and WSMDX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.9B vs. WSMDX (1.35B). PEMGX (0.00) and WSMDX (0.00) have matching dividends . PEMGX was incepted earlier than WSMDX: PEMGX (20 years) vs WSMDX (22 years). WSMDX (1.11) is less costly to investors than PEMGX (0.91). WSMDX is a more actively managed with annual turnover of: 63.00 vs. PEMGX (10.50). PEMGX has a lower initial minimum investment than WSMDX: PEMGX (1000) vs WSMDX (500000). PEMGX annual gain was more profitable for investors over the last year : -3.03 vs. WSMDX (-13.10). PEMGX return over 5 years is better than : 35.03 vs. WSMDX (-12.49).
PEMGXWSMDXPEMGX / WSMDX
Total Expense Ratio0.910.9992%
Annual Report Gross Expense Ratio0.911.1182%
Fund Existence20 years22 years-
Gain YTD2.206-2.034-108%
Front Load6%N/A-
Min. Initial Investment10005000000%
Min. Initial Investment IRAN/AN/A-
Net Assets31.9B1.35B2,356%
Annual Yield % from dividends0.000.00-
Returns for 1 year-3.03-13.1023%
Returns for 3 years48.578.11599%
Returns for 5 years35.03-12.49-280%
Returns for 10 years99.1835.67278%
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