PEMGX
Price
$45.59
Change
-$0.13 (-0.28%)
Updated
Sep 5 closing price
Net Assets
33.13B
WSMRX
Price
$27.55
Change
+$0.37 (+1.36%)
Updated
Sep 4 closing price
Net Assets
1.41B
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PEMGX vs WSMRX

Header iconPEMGX vs WSMRX Comparison
Open Charts PEMGX vs WSMRXBanner chart's image
Principal MidCap A
Price$45.59
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets33.13B
William Blair Small-Mid Cap Growth R6
Price$27.55
Change+$0.37 (+1.36%)
VolumeN/A
Net Assets1.41B
PEMGX vs WSMRX Comparison Chart in %
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PEMGX vs. WSMRX commentary
Sep 08, 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: 33.1B vs. WSMRX (1.41B). 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 : 9.01 vs. WSMRX (-7.74). PEMGX return over 5 years is better than : 46.31 vs. WSMRX (-5.84).
PEMGXWSMRXPEMGX / WSMRX
Total Expense Ratio0.910.9497%
Annual Report Gross Expense Ratio0.910.9893%
Fund Existence20 years6 years-
Gain YTD6.969-2.131-327%
Front Load6%N/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets33.1B1.41B2,341%
Annual Yield % from dividends0.000.00-
Returns for 1 year9.01-7.74-117%
Returns for 3 years45.425.23868%
Returns for 5 years46.31-5.84-792%
Returns for 10 years108.18N/A-
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