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PEMGX vs WSMRX
PEMGX vs WSMRX Comparison
Open Charts PEMGX vs WSMRX
William Blair Small-Mid Cap Growth R6
Price$24.70
Change-$0.90 (-3.52%)
VolumeN/A
Net Assets1.54B
PEMGX vs WSMRX Comparison Chart
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PEMGX vs. WSMRX commentary
Mar 11, 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 Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29B vs. WSMRX (1.54B). PEMGX (0.00) and WSMRX (0.00) have matching dividends . PEMGX was incepted earlier than WSMRX: PEMGX (20 years) vs WSMRX (6 years). WSMRX (0.99) and PEMGX (0.95) have similar cost to investors . 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 : 6.77 vs. WSMRX (-17.55). PEMGX return over 5 years is better than : 48.48 vs. WSMRX (-0.51).
| PEMGX | WSMRX | PEMGX / WSMRX | |
| Total Expense Ratio | 0.95 | 0.94 | 101% |
| Annual Report Gross Expense Ratio | 0.95 | 0.99 | 96% |
| Fund Existence | 20 years | 6 years | - |
| Gain YTD | -0.399 | -9.059 | 4% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29B | 1.54B | 1,886% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.77 | -17.55 | -39% |
| Returns for 3 years | 30.10 | -12.24 | -246% |
| Returns for 5 years | 48.48 | -0.51 | -9,595% |
| Returns for 10 years | 89.61 | N/A | - |
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