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PEMGX vs WSMDX
PEMGX vs WSMDX Comparison
Open Charts PEMGX vs WSMDX
William Blair Small-Mid Cap Growth I
Price$24.08
Change+$0.43 (+1.82%)
VolumeN/A
Net Assets1.37B
PEMGX vs WSMDX Comparison Chart
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PEMGX vs. WSMDX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 28.9B vs. WSMDX (1.37B). PEMGX (0.00) and WSMDX (0.00) have matching dividends . PEMGX was incepted earlier than WSMDX: PEMGX (20 years) vs WSMDX (21 years). WSMDX (1.12) is less costly to investors than PEMGX (0.95). 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 : 6.61 vs. WSMDX (-17.51). PEMGX return over 5 years is better than : 66.77 vs. WSMDX (0.60).
| PEMGX | WSMDX | PEMGX / WSMDX | |
| Total Expense Ratio | 0.95 | 0.99 | 96% |
| Annual Report Gross Expense Ratio | 0.95 | 1.12 | 85% |
| Fund Existence | 20 years | 21 years | - |
| Gain YTD | -3.074 | -15.626 | 20% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.9B | 1.37B | 2,103% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.61 | -17.51 | -38% |
| Returns for 3 years | 21.18 | -19.83 | -107% |
| Returns for 5 years | 66.77 | 0.60 | 11,213% |
| Returns for 10 years | 79.57 | 12.83 | 620% |