Interact to see
Advertisement
Advertisement
PEMGX vs WSMDX
PEMGX vs WSMDX Comparison
Open Charts PEMGX vs WSMDX
William Blair Small-Mid Cap Growth I
Price$26.20
Change-$0.06 (-0.23%)
VolumeN/A
Net Assets1.38B
PEMGX vs WSMDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PEMGX vs. WSMDX commentary
Aug 08, 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: 32.4B vs. WSMDX (1.38B). 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 : 12.89 vs. WSMDX (-8.74). PEMGX return over 5 years is better than : 45.20 vs. WSMDX (-12.05).
| 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 | 5.819 | -6.529 | -89% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.4B | 1.38B | 2,343% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 12.89 | -8.74 | -147% |
| Returns for 3 years | 35.93 | -6.53 | -550% |
| Returns for 5 years | 45.20 | -12.05 | -375% |
| Returns for 10 years | 96.55 | 21.92 | 441% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement