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PEMGX vs WSMDX
PEMGX vs WSMDX Comparison
Open Charts PEMGX vs WSMDX
William Blair Small-Mid Cap Growth I
Price$26.22
Change+$0.20 (+0.77%)
VolumeN/A
Net Assets1.4B
PEMGX vs WSMDX Comparison Chart in %
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PEMGX vs. WSMDX commentary
Jul 18, 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 WSMDX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.8B vs. WSMDX (1.4B). PEMGX (0.00) and WSMDX (0.00) have matching dividends . PEMGX was incepted earlier than WSMDX: PEMGX (20 years) vs WSMDX (22 years). WSMDX (1.11) is less costly to investors than PEMGX (0.91). WSMDX is a more actively managed with annual turnover of: 63.00 vs. PEMGX (10.50). PEMGX has a lower initial minimum investment than WSMDX: PEMGX (1000) vs WSMDX (500000). PEMGX annual gain was more profitable for investors over the last year : 7.49 vs. WSMDX (-14.83). PEMGX return over 5 years is better than : 49.97 vs. WSMDX (-7.07).
| PEMGX | WSMDX | PEMGX / WSMDX | |
| Total Expense Ratio | 0.91 | 0.99 | 92% |
| Annual Report Gross Expense Ratio | 0.91 | 1.11 | 82% |
| Fund Existence | 20 years | 22 years | - |
| Gain YTD | 4.716 | -7.171 | -66% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.8B | 1.4B | 2,273% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 7.49 | -14.83 | -51% |
| Returns for 3 years | 47.88 | 2.24 | 2,138% |
| Returns for 5 years | 49.97 | -7.07 | -707% |
| Returns for 10 years | 93.58 | 21.36 | 438% |
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