PEMGX
Price
$39.53
Change
-$4.75 (-10.73%)
Updated
Feb 3 closing price
Net Assets
29.47B
WSMRX
Price
$28.19
Change
+$0.02 (+0.07%)
Updated
Feb 3 closing price
Net Assets
1.25B
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PEMGX vs WSMRX

Header iconPEMGX vs WSMRX Comparison
Open Charts PEMGX vs WSMRXBanner chart's image
Principal MidCap A
Price$39.53
Change-$4.75 (-10.73%)
VolumeN/A
Net Assets29.47B
William Blair Small-Mid Cap Growth R6
Price$28.19
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets1.25B
PEMGX vs WSMRX Comparison Chart in %
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PEMGX vs. WSMRX commentary
Feb 04, 2026

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 WSMRX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.5B vs. WSMRX (1.26B). PEMGX (0.00) and WSMRX (0.00) have matching dividends . PEMGX was incepted earlier than WSMRX: PEMGX (21 years) vs WSMRX (7 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 (13.70). PEMGX has a lower initial minimum investment than WSMRX: PEMGX (1000) vs WSMRX (1000000). WSMRX annual gain was more profitable for investors over the last year : -2.32 vs. PEMGX (-11.39). PEMGX return over 5 years is better than : 11.73 vs. WSMRX (-25.05).
PEMGXWSMRXPEMGX / WSMRX
Total Expense Ratio0.910.9497%
Annual Report Gross Expense Ratio0.910.9893%
Fund Existence21 years7 years-
Gain YTD-2.9462.249-131%
Front Load6%N/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets29.5B1.26B2,351%
Annual Yield % from dividends0.000.00-
Returns for 1 year-11.39-2.32491%
Returns for 3 years20.37-3.36-606%
Returns for 5 years11.73-25.05-47%
Returns for 10 years115.63N/A-
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