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PEMGX vs WSMRX
PEMGX vs WSMRX Comparison
Open Charts PEMGX vs WSMRX
PEMGX vs WSMRX Comparison Chart in %
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PEMGX vs. WSMRX commentary
Jul 23, 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 Hold and WSMRX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 23B vs. WSMRX (1.25B). 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 : 15.19 vs. PEMGX (-15.92). PEMGX return over 5 years is better than : -6.45 vs. WSMRX (-19.64).
| 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 | -6.015 | 10.845 | -55% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23B | 1.25B | 1,839% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -15.92 | 15.19 | -105% |
| Returns for 3 years | 8.11 | 3.70 | 219% |
| Returns for 5 years | -6.45 | -19.64 | 33% |
| Returns for 10 years | 72.14 | N/A | - |
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