PEMGX
Price
$45.79
Change
-$0.48 (-1.04%)
Updated
Sep 12 closing price
Net Assets
32.91B
WSMRX
Price
$27.82
Change
-$0.28 (-1.00%)
Updated
Sep 12 closing price
Net Assets
1.42B
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PEMGX vs WSMRX

Header iconPEMGX vs WSMRX Comparison
Open Charts PEMGX vs WSMRXBanner chart's image
Principal MidCap A
Price$45.79
Change-$0.48 (-1.04%)
VolumeN/A
Net Assets32.91B
William Blair Small-Mid Cap Growth R6
Price$27.82
Change-$0.28 (-1.00%)
VolumeN/A
Net Assets1.42B
PEMGX vs WSMRX Comparison Chart in %
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PEMGX vs. WSMRX commentary
Sep 15, 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 WSMRX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.9B vs. WSMRX (1.42B). PEMGX (0.00) and WSMRX (0.00) have matching dividends . PEMGX was incepted earlier than WSMRX: PEMGX (20 years) vs WSMRX (6 years). WSMRX (0.98) is less costly to investors than PEMGX (0.91). WSMRX is a more actively managed with annual turnover of: 63.00 vs. PEMGX (10.50). 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 : 8.46 vs. WSMRX (-7.88). PEMGX return over 5 years is better than : 49.54 vs. WSMRX (-2.45).
PEMGXWSMRXPEMGX / WSMRX
Total Expense Ratio0.910.9497%
Annual Report Gross Expense Ratio0.910.9893%
Fund Existence20 years6 years-
Gain YTD7.438-1.172-634%
Front Load6%N/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets32.9B1.42B2,322%
Annual Yield % from dividends0.000.00-
Returns for 1 year8.46-7.88-107%
Returns for 3 years44.723.231,385%
Returns for 5 years49.54-2.45-2,019%
Returns for 10 years110.24N/A-
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