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PEMGX vs WSMDX
PEMGX vs WSMDX Comparison
Open Charts PEMGX vs WSMDX
William Blair Small-Mid Cap Growth I
Price$28.06
Change+$0.07 (+0.25%)
VolumeN/A
Net Assets1.31B
PEMGX vs WSMDX Comparison Chart in %
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PEMGX vs. WSMDX commentary
Dec 25, 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 Hold and WSMDX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.2B vs. WSMDX (1.31B). 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 (10.50). 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 : -1.37 vs. PEMGX (-4.83). PEMGX return over 5 years is better than : 19.23 vs. WSMDX (-21.09).
| 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 | -2.839 | 0.107 | -2,653% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.2B | 1.31B | 2,383% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -4.83 | -1.37 | 352% |
| Returns for 3 years | 38.17 | 8.01 | 477% |
| Returns for 5 years | 19.23 | -21.09 | -91% |
| Returns for 10 years | 101.96 | 44.86 | 227% |
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