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PEMGX vs WSMDX
PEMGX vs WSMDX Comparison
Open Charts PEMGX vs WSMDX
William Blair Small-Mid Cap Growth I
Price$29.00
Change+$0.16 (+0.55%)
VolumeN/A
Net Assets1.83B
PEMGX vs WSMDX Comparison Chart
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PEMGX vs. WSMDX commentary
Jan 19, 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 Hold and WSMDX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.3B vs. WSMDX (1.83B). PEMGX (0.00) and WSMDX (0.00) have matching dividends . PEMGX was incepted earlier than WSMDX: PEMGX (20 years) vs WSMDX (21 years). WSMDX is a more actively managed with annual turnover of: 49.00 vs. PEMGX (10.10). 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 : 19.41 vs. WSMDX (5.03). PEMGX return over 5 years is better than : 38.39 vs. WSMDX (2.62).
| PEMGX | WSMDX | PEMGX / WSMDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 21 years | - |
| Gain YTD | 2.182 | 3.461 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.3B | 1.83B | 1,598% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 19.41 | 5.03 | 386% |
| Returns for 3 years | 18.89 | -5.54 | -341% |
| Returns for 5 years | 38.39 | 2.62 | 1,466% |
| Returns for 10 years | 106.57 | 53.03 | 201% |