PEMGX
Price
$38.85
Change
+$0.30 (+0.78%)
Updated
Jul 9 closing price
Net Assets
23.66B
WFDAX
Price
$26.31
Change
-$0.31 (-1.16%)
Updated
Jul 10 closing price
Net Assets
799.37M
Interact to see
Advertisement

PEMGX vs WFDAX

PEMGX vs WFDAX Comparison Chart in %
View a ticker or compare two or three
VS
PEMGX vs. WFDAX commentary
Jul 11, 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 Buy and WFDAX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 23.7B vs. WFDAX (799M). PEMGX (0.00) and WFDAX (0.00) have matching dividends . PEMGX was incepted earlier than WFDAX: PEMGX (21 years) vs WFDAX (19 years). WFDAX (1.26) is less costly to investors than PEMGX (0.90). WFDAX is a more actively managed with annual turnover of: 74.00 vs. PEMGX (13.70). WFDAX (6%) and PEMGX (6%) have equivalent initial investment costs. PEMGX (1000) and WFDAX (1000) have matching initial minimum investment requirements. WFDAX annual gain was more profitable for investors over the last year : 1.53 vs. PEMGX (-14.45). PEMGX return over 5 years is better than : -3.96 vs. WFDAX (-45.14).
PEMGXWFDAXPEMGX / WFDAX
Total Expense Ratio0.901.2174%
Annual Report Gross Expense Ratio0.901.2671%
Fund Existence21 years19 years-
Gain YTD-4.61616.550-28%
Front Load6%6%96%
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets23.7B799M2,966%
Annual Yield % from dividends0.000.00-
Returns for 1 year-14.451.53-947%
Returns for 3 years12.1513.7688%
Returns for 5 years-3.96-45.149%
Returns for 10 years77.65-10.28-755%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
HRLRX10.69N/A
N/A
Hartford Real Asset R3
BRSYX17.29N/A
N/A
MFS Blended Research Small Cap Eq R6
KGIRX17.38N/A
N/A
Kopernik International Investor
OBSIX40.72N/A
N/A
Oberweis Small-Cap Opportunities Instl
VFSAX37.81N/A
N/A
Vanguard FTSE All-Wld ex-US SmCp Idx Adm