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PEMGX vs WSMDX
PEMGX vs WSMDX Comparison
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PEMGX vs WSMDX Comparison Chart in %
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PEMGX vs. WSMDX commentary
Jul 14, 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 WSMDX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 23.7B vs. WSMDX (1.28B). PEMGX (0.00) and WSMDX (0.00) have matching dividends . PEMGX was incepted earlier than WSMDX: PEMGX (21 years) vs WSMDX (23 years). WSMDX (1.12) is less costly to investors than PEMGX (0.90). WSMDX is a more actively managed with annual turnover of: 57.00 vs. PEMGX (13.70). PEMGX has a lower initial minimum investment than WSMDX: PEMGX (1000) vs WSMDX (500000). WSMDX annual gain was more profitable for investors over the last year : 18.29 vs. PEMGX (-13.38). PEMGX return over 5 years is better than : -2.33 vs. WSMDX (-16.42).
| PEMGX | WSMDX | PEMGX / WSMDX | |
| Total Expense Ratio | 0.90 | 0.99 | 91% |
| Annual Report Gross Expense Ratio | 0.90 | 1.12 | 80% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | -4.297 | 13.161 | -33% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.7B | 1.28B | 1,849% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -13.38 | 18.29 | -73% |
| Returns for 3 years | 11.31 | 6.52 | 173% |
| Returns for 5 years | -2.33 | -16.42 | 14% |
| Returns for 10 years | 77.19 | 54.43 | 142% |
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