PEMGX
Price
$45.03
Change
+$0.32 (+0.72%)
Updated
Oct 3 closing price
Net Assets
33.17B
WSMRX
Price
$28.20
Change
+$0.08 (+0.28%)
Updated
Oct 3 closing price
Net Assets
1.42B
Interact to see
Advertisement

PEMGX vs WSMRX

Header iconPEMGX vs WSMRX Comparison
Open Charts PEMGX vs WSMRXBanner chart's image
Principal MidCap A
Price$45.03
Change+$0.32 (+0.72%)
VolumeN/A
Net Assets33.17B
William Blair Small-Mid Cap Growth R6
Price$28.20
Change+$0.08 (+0.28%)
VolumeN/A
Net Assets1.42B
PEMGX vs WSMRX Comparison Chart in %
View a ticker or compare two or three
VS
PEMGX vs. WSMRX commentary
Oct 06, 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 StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.2B 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 : 3.71 vs. WSMRX (-8.83). PEMGX return over 5 years is better than : 44.37 vs. WSMRX (-5.27).
PEMGXWSMRXPEMGX / WSMRX
Total Expense Ratio0.910.9497%
Annual Report Gross Expense Ratio0.910.9893%
Fund Existence20 years6 years-
Gain YTD5.6550.1783,183%
Front Load6%N/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets33.2B1.42B2,335%
Annual Yield % from dividends0.000.00-
Returns for 1 year3.71-8.83-42%
Returns for 3 years47.937.22663%
Returns for 5 years44.37-5.27-841%
Returns for 10 years110.90N/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 %
JETS24.970.21
+0.85%
US Global Jets ETF
VFH131.000.97
+0.75%
Vanguard Financials ETF
KMLM26.720.07
+0.26%
KraneShares Mount LucasMgdFutsIdxStgyETF
PIEQ32.320.06
+0.19%
Principal International Equity ETF
OVB20.60-0.02
-0.09%
Overlay Shares Core Bond ETF