PEMGX
Price
$43.43
Change
-$0.67 (-1.52%)
Updated
Jun 13 closing price
Net Assets
30.56B
WSMRX
Price
$25.37
Change
-$0.39 (-1.51%)
Updated
Jun 13 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$43.43
Change-$0.67 (-1.52%)
VolumeN/A
Net Assets30.56B
William Blair Small-Mid Cap Growth R6
Price$25.37
Change-$0.39 (-1.51%)
VolumeN/A
Net Assets1.41B
PEMGX vs WSMRX Comparison Chart
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PEMGX vs. WSMRX commentary
Jun 15, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.6B 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 : 10.68 vs. WSMRX (-12.31). PEMGX return over 5 years is better than : 53.19 vs. WSMRX (-4.08).
PEMGXWSMRXPEMGX / WSMRX
Total Expense Ratio0.910.9497%
Annual Report Gross Expense Ratio0.910.9893%
Fund Existence20 years6 years-
Gain YTD1.901-9.876-19%
Front Load6%N/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets30.6B1.41B2,173%
Annual Yield % from dividends0.000.00-
Returns for 1 year10.68-12.31-87%
Returns for 3 years48.892.751,775%
Returns for 5 years53.19-4.08-1,303%
Returns for 10 years89.52N/A-
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