PEMGX
Price
$43.56
Change
+$0.21 (+0.48%)
Updated
Oct 17 closing price
Net Assets
31.76B
WSMRX
Price
$27.60
Change
-$0.01 (-0.04%)
Updated
Oct 17 closing price
Net Assets
1.35B
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PEMGX vs WSMRX

Header iconPEMGX vs WSMRX Comparison
Open Charts PEMGX vs WSMRXBanner chart's image
Principal MidCap A
Price$43.56
Change+$0.21 (+0.48%)
VolumeN/A
Net Assets31.76B
William Blair Small-Mid Cap Growth R6
Price$27.60
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets1.35B
PEMGX vs WSMRX Comparison Chart in %
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PEMGX vs. WSMRX commentary
Oct 19, 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 Buy and WSMRX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.8B vs. WSMRX (1.35B). 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 : -3.03 vs. WSMRX (-12.99). PEMGX return over 5 years is better than : 35.03 vs. WSMRX (-12.16).
PEMGXWSMRXPEMGX / WSMRX
Total Expense Ratio0.910.9497%
Annual Report Gross Expense Ratio0.910.9893%
Fund Existence20 years6 years-
Gain YTD2.206-1.954-113%
Front Load6%N/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets31.8B1.35B2,349%
Annual Yield % from dividends0.000.00-
Returns for 1 year-3.03-12.9923%
Returns for 3 years48.578.36581%
Returns for 5 years35.03-12.16-288%
Returns for 10 years99.18N/A-
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