PEMGX
Price
$44.14
Change
+$0.03 (+0.07%)
Updated
Oct 24 closing price
Net Assets
32.32B
WSMRX
Price
$28.38
Change
+$0.26 (+0.92%)
Updated
Oct 24 closing price
Net Assets
1.39B
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PEMGX vs WSMRX

Header iconPEMGX vs WSMRX Comparison
Open Charts PEMGX vs WSMRXBanner chart's image
Principal MidCap A
Price$44.14
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets32.32B
William Blair Small-Mid Cap Growth R6
Price$28.38
Change+$0.26 (+0.92%)
VolumeN/A
Net Assets1.39B
PEMGX vs WSMRX Comparison Chart in %
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PEMGX vs. WSMRX commentary
Oct 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 Hold.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.3B vs. WSMRX (1.39B). 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 : -0.09 vs. WSMRX (-9.01). PEMGX return over 5 years is better than : 37.64 vs. WSMRX (-9.13).
PEMGXWSMRXPEMGX / WSMRX
Total Expense Ratio0.910.9497%
Annual Report Gross Expense Ratio0.910.9893%
Fund Existence20 years6 years-
Gain YTD3.5660.817436%
Front Load6%N/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B1.39B2,330%
Annual Yield % from dividends0.000.00-
Returns for 1 year-0.09-9.011%
Returns for 3 years47.778.65552%
Returns for 5 years37.64-9.13-412%
Returns for 10 years101.19N/A-
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