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PEMGX vs WSMDX
PEMGX vs WSMDX Comparison
Open Charts PEMGX vs WSMDX
William Blair Small-Mid Cap Growth I
Price$25.25
Change-$0.39 (-1.52%)
VolumeN/A
Net Assets1.41B
PEMGX vs WSMDX Comparison Chart
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PEMGX vs. WSMDX commentary
Jun 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.6B vs. WSMDX (1.41B). PEMGX (0.00) and WSMDX (0.00) have matching dividends . PEMGX was incepted earlier than WSMDX: PEMGX (20 years) vs WSMDX (21 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 : 10.68 vs. WSMDX (-12.42). PEMGX return over 5 years is better than : 53.19 vs. WSMDX (-4.43).
| PEMGX | WSMDX | PEMGX / WSMDX | |
| Total Expense Ratio | 0.91 | 0.99 | 92% |
| Annual Report Gross Expense Ratio | 0.91 | 1.11 | 82% |
| Fund Existence | 20 years | 21 years | - |
| Gain YTD | 1.901 | -9.918 | -19% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.6B | 1.41B | 2,173% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 10.68 | -12.42 | -86% |
| Returns for 3 years | 48.89 | 2.52 | 1,942% |
| Returns for 5 years | 53.19 | -4.43 | -1,201% |
| Returns for 10 years | 89.52 | 19.50 | 459% |
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