PEMGX
Price
$44.47
Change
+$0.39 (+0.88%)
Updated
Jun 26 closing price
Net Assets
30.94B
WSMRX
Price
$26.22
Change
+$0.29 (+1.12%)
Updated
Jun 26 closing price
Net Assets
1.42B
Interact to see
Advertisement

PEMGX vs WSMRX

Header iconPEMGX vs WSMRX Comparison
Open Charts PEMGX vs WSMRXBanner chart's image
Principal MidCap A
Price$44.47
Change+$0.39 (+0.88%)
VolumeN/A
Net Assets30.94B
William Blair Small-Mid Cap Growth R6
Price$26.22
Change+$0.29 (+1.12%)
VolumeN/A
Net Assets1.42B
PEMGX vs WSMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
PEMGX vs. WSMRX commentary
Jun 27, 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 StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.9B 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 : 11.68 vs. WSMRX (-9.15). PEMGX return over 5 years is better than : 58.56 vs. WSMRX (-2.11).
PEMGXWSMRXPEMGX / WSMRX
Total Expense Ratio0.910.9497%
Annual Report Gross Expense Ratio0.910.9893%
Fund Existence20 years6 years-
Gain YTD3.426-7.886-43%
Front Load6%N/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets30.9B1.42B2,170%
Annual Yield % from dividends0.000.00-
Returns for 1 year11.68-9.15-128%
Returns for 3 years45.14-0.35-13,051%
Returns for 5 years58.56-2.11-2,770%
Returns for 10 years95.85N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
AMBA69.304.41
+6.80%
Ambarella
ETON13.960.46
+3.41%
Eton Pharmaceuticals
RKDA4.380.08
+1.86%
Arcadia Biosciences
TTC70.960.55
+0.78%
Toro Company (The)
AVAH4.82-0.04
-0.82%
Aveanna Healthcare Holdings