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PGRTX vs WCMLX
PGRTX vs WCMLX Comparison
Open Charts PGRTX vs WCMLX
Principal SmallCap Growth I Instl
Price$15.81
Change+$0.14 (+0.89%)
VolumeN/A
Net Assets2.05B
WCM Small Cap Growth Institutional
Price$13.15
Change+$0.06 (+0.46%)
VolumeN/A
Net Assets41.26M
PGRTX vs WCMLX Comparison Chart in %
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PGRTX vs. WCMLX commentary
Nov 20, 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 PGRTX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
PGRTX has more cash in the bank: 2.05B vs. WCMLX (41.3M). PGRTX pays higher dividends than WCMLX: PGRTX (0.42) vs WCMLX (0.00). PGRTX was incepted earlier than WCMLX: PGRTX (25 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than PGRTX (1.01). WCMLX is a more actively managed with annual turnover of: 83.00 vs. PGRTX (61.20). PGRTX has a lower initial minimum investment than WCMLX: PGRTX (0) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : -3.04 vs. PGRTX (-4.49). WCMLX return over 5 years is better than : -0.83 vs. PGRTX (-9.17).
| PGRTX | WCMLX | PGRTX / WCMLX | |
| Total Expense Ratio | 0.99 | 0.99 | 100% |
| Annual Report Gross Expense Ratio | 1.01 | 1.79 | 56% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 5.522 | 1.788 | 309% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.05B | 41.3M | 4,952% |
| Annual Yield % from dividends | 0.42 | 0.00 | - |
| Returns for 1 year | -4.49 | -3.04 | 148% |
| Returns for 3 years | 24.80 | 21.43 | 116% |
| Returns for 5 years | -9.17 | -0.83 | 1,100% |
| Returns for 10 years | 27.95 | N/A | - |