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PEMGX vs WMGRX
PEMGX vs WMGRX Comparison
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PEMGX vs WMGRX Comparison Chart in %
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PEMGX vs. WMGRX commentary
Aug 23, 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 WMGRX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 23.2B vs. WMGRX (2.75B). PEMGX (0.00) and WMGRX (0.00) have matching dividends . PEMGX was incepted earlier than WMGRX: PEMGX (21 years) vs WMGRX (21 years). WMGRX (1.45) is less costly to investors than PEMGX (0.90). WMGRX is a more actively managed with annual turnover of: 43.00 vs. PEMGX (13.70). WMGRX has a lower initial minimum investment than PEMGX: WMGRX (0) vs PEMGX (1000). PEMGX annual gain was more profitable for investors over the last year : -10.28 vs. WMGRX (-12.20). PEMGX return over 5 years is better than : -1.03 vs. WMGRX (-46.47).
| PEMGX | WMGRX | PEMGX / WMGRX | |
| Total Expense Ratio | 0.90 | 1.29 | 70% |
| Annual Report Gross Expense Ratio | 0.90 | 1.45 | 62% |
| Fund Existence | 21 years | 21 years | - |
| Gain YTD | -0.810 | 1.423 | -57% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 2.75B | 845% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -10.28 | -12.20 | 84% |
| Returns for 3 years | 20.27 | -12.12 | -167% |
| Returns for 5 years | -1.03 | -46.47 | 2% |
| Returns for 10 years | 80.30 | 4.91 | 1,636% |
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