PEMGX
Price
$41.58
Change
-$0.87 (-2.05%)
Updated
Mar 10 closing price
Net Assets
28.98B
WSMRX
Price
$24.70
Change
-$0.90 (-3.52%)
Updated
Mar 10 closing price
Net Assets
1.54B
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PEMGX vs WSMRX

Header iconPEMGX vs WSMRX Comparison
Open Charts PEMGX vs WSMRXBanner chart's image
Principal MidCap A
Price$41.58
Change-$0.87 (-2.05%)
VolumeN/A
Net Assets28.98B
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.

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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).
PEMGXWSMRXPEMGX / WSMRX
Total Expense Ratio0.950.94101%
Annual Report Gross Expense Ratio0.950.9996%
Fund Existence20 years6 years-
Gain YTD-0.399-9.0594%
Front Load6%N/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets29B1.54B1,886%
Annual Yield % from dividends0.000.00-
Returns for 1 year6.77-17.55-39%
Returns for 3 years30.10-12.24-246%
Returns for 5 years48.48-0.51-9,595%
Returns for 10 years89.61N/A-
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