PEMGX
Price
$43.55
Change
+$0.27 (+0.62%)
Updated
Jan 17 closing price
Net Assets
29.35B
WSMRX
Price
$29.13
Change
+$0.16 (+0.55%)
Updated
Jan 17 closing price
Net Assets
1.83B
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PEMGX vs WSMRX

Header iconPEMGX vs WSMRX Comparison
Open Charts PEMGX vs WSMRXBanner chart's image
Principal MidCap A
Price$43.55
Change+$0.27 (+0.62%)
VolumeN/A
Net Assets29.35B
William Blair Small-Mid Cap Growth R6
Price$29.13
Change+$0.16 (+0.55%)
VolumeN/A
Net Assets1.83B
PEMGX vs WSMRX Comparison Chart
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PEMGX vs. WSMRX commentary
Jan 19, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.3B vs. WSMRX (1.83B). PEMGX (0.00) and WSMRX (0.00) have matching dividends . PEMGX was incepted earlier than WSMRX: PEMGX (20 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 : 19.41 vs. WSMRX (5.12). PEMGX return over 5 years is better than : 38.39 vs. WSMRX (3.01).
PEMGXWSMRXPEMGX / WSMRX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence20 years6 years-
Gain YTD2.1823.48163%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets29.3B1.83B1,598%
Annual Yield % from dividends0.000.00-
Returns for 1 year19.415.12379%
Returns for 3 years18.89-5.33-354%
Returns for 5 years38.393.011,277%
Returns for 10 years106.57N/A-
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