PEMGX
Price
$44.15
Change
+$0.29 (+0.66%)
Updated
Jun 6 closing price
Net Assets
30.93B
WSMRX
Price
$25.65
Change
+$0.26 (+1.02%)
Updated
Jun 6 closing price
Net Assets
1.42B
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PEMGX vs WSMRX

Header iconPEMGX vs WSMRX Comparison
Open Charts PEMGX vs WSMRXBanner chart's image
Principal MidCap A
Price$44.15
Change+$0.29 (+0.66%)
VolumeN/A
Net Assets30.93B
William Blair Small-Mid Cap Growth R6
Price$25.65
Change+$0.26 (+1.02%)
VolumeN/A
Net Assets1.42B
PEMGX vs WSMRX Comparison Chart
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PEMGX vs. WSMRX commentary
Jun 07, 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.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.9B vs. WSMRX (1.42B). 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 : 11.46 vs. WSMRX (-11.73). PEMGX return over 5 years is better than : 45.04 vs. WSMRX (-8.43).
PEMGXWSMRXPEMGX / WSMRX
Total Expense Ratio0.910.9497%
Annual Report Gross Expense Ratio0.910.9893%
Fund Existence20 years6 years-
Gain YTD2.909-8.881-33%
Front Load6%N/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets30.9B1.42B2,175%
Annual Yield % from dividends0.000.00-
Returns for 1 year11.46-11.73-98%
Returns for 3 years33.84-8.00-423%
Returns for 5 years45.04-8.43-535%
Returns for 10 years92.40N/A-
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