PEMGX
Price
$46.00
Change
+$0.41 (+0.90%)
Updated
Sep 8 closing price
Net Assets
33.05B
WSMDX
Price
$27.77
Change
+$0.09 (+0.33%)
Updated
Sep 8 closing price
Net Assets
1.43B
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PEMGX vs WSMDX

Header iconPEMGX vs WSMDX Comparison
Open Charts PEMGX vs WSMDXBanner chart's image
Principal MidCap A
Price$46.00
Change+$0.41 (+0.90%)
VolumeN/A
Net Assets33.05B
William Blair Small-Mid Cap Growth I
Price$27.77
Change+$0.09 (+0.33%)
VolumeN/A
Net Assets1.43B
PEMGX vs WSMDX Comparison Chart in %
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PEMGX vs. WSMDX commentary
Sep 09, 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: 33B vs. WSMDX (1.43B). 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 : 11.11 vs. WSMDX (-5.29). PEMGX return over 5 years is better than : 48.43 vs. WSMDX (-4.57).
PEMGXWSMDXPEMGX / WSMDX
Total Expense Ratio0.910.9992%
Annual Report Gross Expense Ratio0.911.1182%
Fund Existence20 years22 years-
Gain YTD7.931-0.928-855%
Front Load6%N/A-
Min. Initial Investment10005000000%
Min. Initial Investment IRAN/AN/A-
Net Assets33B1.43B2,308%
Annual Yield % from dividends0.000.00-
Returns for 1 year11.11-5.29-210%
Returns for 3 years40.720.1137,648%
Returns for 5 years48.43-4.57-1,060%
Returns for 10 years111.9836.06311%
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