PEMGX
Price
$42.31
Change
-$0.02 (-0.05%)
Updated
Nov 19 closing price
Net Assets
30.83B
WSMRX
Price
$27.14
Change
+$0.31 (+1.16%)
Updated
Nov 19 closing price
Net Assets
1.26B
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PEMGX vs WSMRX

Header iconPEMGX vs WSMRX Comparison
Open Charts PEMGX vs WSMRXBanner chart's image
Principal MidCap A
Price$42.31
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets30.83B
William Blair Small-Mid Cap Growth R6
Price$27.14
Change+$0.31 (+1.16%)
VolumeN/A
Net Assets1.26B
PEMGX vs WSMRX Comparison Chart in %
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PEMGX vs. WSMRX commentary
Nov 20, 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 Hold and WSMRX is a Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.8B vs. WSMRX (1.26B). PEMGX (0.00) and WSMRX (0.00) have matching dividends . PEMGX was incepted earlier than WSMRX: PEMGX (20 years) vs WSMRX (7 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 : -6.45 vs. WSMRX (-15.82). PEMGX return over 5 years is better than : 25.57 vs. WSMRX (-17.81).
PEMGXWSMRXPEMGX / WSMRX
Total Expense Ratio0.910.9497%
Annual Report Gross Expense Ratio0.910.9893%
Fund Existence20 years7 years-
Gain YTD-0.680-3.58819%
Front Load6%N/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets30.8B1.26B2,452%
Annual Yield % from dividends0.000.00-
Returns for 1 year-6.45-15.8241%
Returns for 3 years32.28-0.55-5,873%
Returns for 5 years25.57-17.81-144%
Returns for 10 years89.67N/A-
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