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PEMGX vs WSMRX
PEMGX vs WSMRX Comparison
Open Charts PEMGX vs WSMRX
William Blair Small-Mid Cap Growth R6
Price$31.69
Change-$0.52 (-1.61%)
VolumeN/A
CapitalizationN/A
PEMGX vs WSMRX Comparison Chart
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PEMGX vs. WSMRX commentary
Nov 18, 2024
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 WSMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.3B vs. WSMRX (1.95B). PEMGX (0.00) and WSMRX (0.00) have matching dividends . PEMGX was incepted earlier than WSMRX: PEMGX (19 years) vs WSMRX (6 years). WSMRX is a more actively managed with annual turnover of: 49.00 vs. PEMGX (10.10). PEMGX has a lower initial minimum investment than WSMRX: PEMGX (1000) vs WSMRX (1000000). PEMGX annual gain was more profitable for investors over the last year : 28.88 vs. WSMRX (16.46). PEMGX return over 5 years is better than : 47.78 vs. WSMRX (10.30).
| PEMGX | WSMRX | PEMGX / WSMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | 22.985 | 11.624 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.3B | 1.95B | 1,506% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 28.88 | 16.46 | 175% |
| Returns for 3 years | 2.40 | -22.27 | -11% |
| Returns for 5 years | 47.78 | 10.30 | 464% |
| Returns for 10 years | 102.98 | N/A | - |
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