PEMGX
Price
$45.94
Change
+$0.91 (+2.02%)
Updated
Aug 22 closing price
Net Assets
33.16B
WSMRX
Price
$27.25
Change
+$0.65 (+2.44%)
Updated
Aug 22 closing price
Net Assets
1.41B
Interact to see
Advertisement

PEMGX vs WSMRX

Header iconPEMGX vs WSMRX Comparison
Open Charts PEMGX vs WSMRXBanner chart's image
Principal MidCap A
Price$45.94
Change+$0.91 (+2.02%)
VolumeN/A
Net Assets33.16B
William Blair Small-Mid Cap Growth R6
Price$27.25
Change+$0.65 (+2.44%)
VolumeN/A
Net Assets1.41B
PEMGX vs WSMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
PEMGX vs. WSMRX commentary
Aug 26, 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 Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.2B vs. WSMRX (1.41B). 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 : 9.88 vs. WSMRX (-9.71). PEMGX return over 5 years is better than : 47.06 vs. WSMRX (-8.50).
PEMGXWSMRXPEMGX / WSMRX
Total Expense Ratio0.910.9497%
Annual Report Gross Expense Ratio0.910.9893%
Fund Existence20 years6 years-
Gain YTD7.790-3.197-244%
Front Load6%N/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B1.41B2,353%
Annual Yield % from dividends0.000.00-
Returns for 1 year9.88-9.71-102%
Returns for 3 years39.59-0.95-4,189%
Returns for 5 years47.06-8.50-554%
Returns for 10 years119.88N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
GNOM9.350.21
+2.25%
Global X Genomics & Biotechnology ETF
IWR96.122.11
+2.24%
iShares Russell Mid-Cap ETF
DMXF75.781.14
+1.53%
iShares ESG Advanced MSCI EAFE ETF
MYCK25.060.16
+0.63%
SPDR SSGA My2031 Corporate Bond ETF
OPP8.590.03
+0.35%
RiverNorth/DoubleLine Strategic Opportunity Fund