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PEMGX vs WSMDX
PEMGX vs WSMDX Comparison
Open Charts PEMGX vs WSMDX
PEMGX vs WSMDX Comparison Chart in %
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PEMGX vs. WSMDX commentary
Sep 12, 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 Hold and WSMDX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 21.3B vs. WSMDX (1.18B). 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 : 7.01 vs. PEMGX (-19.11). PEMGX return over 5 years is better than : -9.00 vs. WSMDX (-23.20).
| 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 | -8.102 | 9.078 | -89% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.3B | 1.18B | 1,801% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -19.11 | 7.01 | -273% |
| Returns for 3 years | 9.32 | 6.48 | 144% |
| Returns for 5 years | -9.00 | -23.20 | 39% |
| Returns for 10 years | 71.78 | 52.26 | 137% |
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