PEMGX
Price
$45.60
Change
+$0.47 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
WSMRX
Price
$26.72
Change
+$0.27 (+1.02%)
Updated
Jul 3 closing price
Net Assets
1.45B
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PEMGX vs WSMRX

Header iconPEMGX vs WSMRX Comparison
Open Charts PEMGX vs WSMRXBanner chart's image
Principal MidCap A
Price$45.60
Change+$0.47 (+1.04%)
VolumeN/A
Net Assets32.28B
William Blair Small-Mid Cap Growth R6
Price$26.72
Change+$0.27 (+1.02%)
VolumeN/A
Net Assets1.45B
PEMGX vs WSMRX Comparison Chart in %
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PEMGX vs. WSMRX commentary
Jul 06, 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: 32.3B vs. WSMRX (1.45B). 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 : 15.24 vs. WSMRX (-6.70). PEMGX return over 5 years is better than : 58.39 vs. WSMRX (-2.52).
PEMGXWSMRXPEMGX / WSMRX
Total Expense Ratio0.910.9497%
Annual Report Gross Expense Ratio0.910.9893%
Fund Existence20 years6 years-
Gain YTD6.992-5.080-138%
Front Load6%N/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B1.45B2,234%
Annual Yield % from dividends0.000.00-
Returns for 1 year15.24-6.70-227%
Returns for 3 years51.706.07851%
Returns for 5 years58.39-2.52-2,319%
Returns for 10 years101.09N/A-
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