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PEMGX vs WSMDX
PEMGX vs WSMDX Comparison
Open Charts PEMGX vs WSMDX
William Blair Small-Mid Cap Growth I
Price$28.05
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets1.24B
PEMGX vs WSMDX Comparison Chart in %
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PEMGX vs. WSMDX commentary
Feb 04, 2026
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 Hold and WSMDX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.5B vs. WSMDX (1.24B). PEMGX (0.00) and WSMDX (0.00) have matching dividends . PEMGX was incepted earlier than WSMDX: PEMGX (21 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 (13.70). PEMGX has a lower initial minimum investment than WSMDX: PEMGX (1000) vs WSMDX (500000). WSMDX annual gain was more profitable for investors over the last year : -2.37 vs. PEMGX (-11.39). PEMGX return over 5 years is better than : 11.73 vs. WSMDX (-25.32).
| PEMGX | WSMDX | PEMGX / WSMDX | |
| Total Expense Ratio | 0.91 | 0.99 | 92% |
| Annual Report Gross Expense Ratio | 0.91 | 1.11 | 82% |
| Fund Existence | 21 years | 22 years | - |
| Gain YTD | -2.946 | 2.260 | -130% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.5B | 1.24B | 2,377% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -11.39 | -2.37 | 481% |
| Returns for 3 years | 20.37 | -3.54 | -575% |
| Returns for 5 years | 11.73 | -25.32 | -46% |
| Returns for 10 years | 115.63 | 66.57 | 174% |
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