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PEMGX vs WSMRX
PEMGX vs WSMRX Comparison
Open Charts PEMGX vs WSMRX
William Blair Small-Mid Cap Growth R6
Price$24.20
Change+$0.44 (+1.85%)
VolumeN/A
Net Assets1.37B
PEMGX vs WSMRX Comparison Chart
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PEMGX vs. WSMRX commentary
Apr 25, 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.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 28.9B vs. WSMRX (1.37B). 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 : 6.61 vs. WSMRX (-17.44). PEMGX return over 5 years is better than : 66.77 vs. WSMRX (0.98).
| 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 | -3.074 | -15.595 | 20% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.9B | 1.37B | 2,103% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.61 | -17.44 | -38% |
| Returns for 3 years | 21.18 | -19.65 | -108% |
| Returns for 5 years | 66.77 | 0.98 | 6,831% |
| Returns for 10 years | 79.57 | N/A | - |
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