PEMGX
Price
$46.27
Change
+$0.32 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
WSMRX
Price
$27.07
Change
+$0.19 (+0.71%)
Updated
Jul 25 closing price
Net Assets
1.43B
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PEMGX vs WSMRX

Header iconPEMGX vs WSMRX Comparison
Open Charts PEMGX vs WSMRXBanner chart's image
Principal MidCap A
Price$46.27
Change+$0.32 (+0.70%)
VolumeN/A
Net Assets33.21B
William Blair Small-Mid Cap Growth R6
Price$27.07
Change+$0.19 (+0.71%)
VolumeN/A
Net Assets1.43B
PEMGX vs WSMRX Comparison Chart in %
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PEMGX vs. WSMRX commentary
Jul 28, 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 WSMRX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.2B vs. WSMRX (1.43B). PEMGX (0.00) and WSMRX (0.00) have matching dividends . PEMGX was incepted earlier than WSMRX: PEMGX (20 years) vs WSMRX (6 years). WSMRX (0.98) is less costly to investors than PEMGX (0.91). WSMRX is a more actively managed with annual turnover of: 63.00 vs. PEMGX (10.50). PEMGX has a lower initial minimum investment than WSMRX: PEMGX (1000) vs WSMRX (1000000). PEMGX annual gain was more profitable for investors over the last year : 13.43 vs. WSMRX (-9.53). PEMGX return over 5 years is better than : 55.06 vs. WSMRX (-3.18).
PEMGXWSMRXPEMGX / WSMRX
Total Expense Ratio0.910.9497%
Annual Report Gross Expense Ratio0.910.9893%
Fund Existence20 years6 years-
Gain YTD8.564-3.837-223%
Front Load6%N/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B1.43B2,317%
Annual Yield % from dividends0.000.00-
Returns for 1 year13.43-9.53-141%
Returns for 3 years48.783.561,371%
Returns for 5 years55.06-3.18-1,730%
Returns for 10 years103.87N/A-
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