PEMGX
Price
$41.22
Change
+$0.52 (+1.28%)
Updated
Aug 13 closing price
Net Assets
23.76B
WSMRX
Price
$32.61
Change
+$0.12 (+0.37%)
Updated
Aug 13 closing price
Net Assets
1.32B
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PEMGX vs WSMRX

PEMGX vs WSMRX Comparison Chart in %
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PEMGX vs. WSMRX commentary
Aug 14, 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 Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 23.8B vs. WSMRX (1.32B). 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 : 19.80 vs. PEMGX (-10.75). PEMGX return over 5 years is better than : -1.19 vs. WSMRX (-13.24).
PEMGXWSMRXPEMGX / WSMRX
Total Expense Ratio0.900.9496%
Annual Report Gross Expense Ratio0.900.9991%
Fund Existence21 years7 years-
Gain YTD-0.07417.845-0%
Front Load6%N/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets23.8B1.32B1,809%
Annual Yield % from dividends0.000.00-
Returns for 1 year-10.7519.80-54%
Returns for 3 years17.4312.00145%
Returns for 5 years-1.19-13.249%
Returns for 10 years80.91N/A-
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