PEMGX
Price
$45.60
Change
+$0.47 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
WSMDX
Price
$26.59
Change
+$0.27 (+1.03%)
Updated
Jul 3 closing price
Net Assets
1.45B
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PEMGX vs WSMDX

Header iconPEMGX vs WSMDX Comparison
Open Charts PEMGX vs WSMDXBanner chart's image
Principal MidCap A
Price$45.60
Change+$0.47 (+1.04%)
VolumeN/A
Net Assets32.28B
William Blair Small-Mid Cap Growth I
Price$26.59
Change+$0.27 (+1.03%)
VolumeN/A
Net Assets1.45B
PEMGX vs WSMDX Comparison Chart in %
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PEMGX vs. WSMDX commentary
Jul 07, 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 StrongBuy and WSMDX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.3B vs. WSMDX (1.45B). 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 : 15.24 vs. WSMDX (-6.83). PEMGX return over 5 years is better than : 58.39 vs. WSMDX (-2.89).
PEMGXWSMDXPEMGX / WSMDX
Total Expense Ratio0.910.9992%
Annual Report Gross Expense Ratio0.911.1182%
Fund Existence20 years22 years-
Gain YTD6.992-5.137-136%
Front Load6%N/A-
Min. Initial Investment10005000000%
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B1.45B2,234%
Annual Yield % from dividends0.000.00-
Returns for 1 year15.24-6.83-223%
Returns for 3 years51.705.85883%
Returns for 5 years58.39-2.89-2,024%
Returns for 10 years101.0925.96389%
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