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PEMGX vs WSMRX
PEMGX vs WSMRX Comparison
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PEMGX vs WSMRX Comparison Chart in %
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PEMGX vs. WSMRX commentary
Jun 08, 2026
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.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 24B vs. WSMRX (1.22B). PEMGX (0.00) and WSMRX (0.00) have matching dividends . PEMGX was incepted earlier than WSMRX: PEMGX (21 years) vs WSMRX (7 years). WSMRX (0.99) is less costly to investors than PEMGX (0.90). WSMRX is a more actively managed with annual turnover of: 57.00 vs. PEMGX (13.70). PEMGX has a lower initial minimum investment than WSMRX: PEMGX (1000) vs WSMRX (1000000). WSMRX annual gain was more profitable for investors over the last year : 18.47 vs. PEMGX (-14.57). PEMGX return over 5 years is better than : -3.05 vs. WSMRX (-17.86).
| PEMGX | WSMRX | PEMGX / WSMRX | |
| Total Expense Ratio | 0.90 | 0.94 | 96% |
| Annual Report Gross Expense Ratio | 0.90 | 0.99 | 91% |
| Fund Existence | 21 years | 7 years | - |
| Gain YTD | -8.004 | 9.104 | -88% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24B | 1.22B | 1,975% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -14.57 | 18.47 | -79% |
| Returns for 3 years | 13.99 | 6.82 | 205% |
| Returns for 5 years | -3.05 | -17.86 | 17% |
| Returns for 10 years | 73.79 | N/A | - |
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