Interact to see
Advertisement
Advertisement
PGRTX vs WCMLX
PGRTX vs WCMLX Comparison
Open Charts PGRTX vs WCMLX
Principal SmallCap Growth I Instl
Price$15.93
Change-$0.13 (-0.81%)
VolumeN/A
Net Assets2.14B
WCM Small Cap Growth Institutional
Price$13.61
Change-$0.11 (-0.80%)
VolumeN/A
Net Assets44.78M
PGRTX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PGRTX vs. WCMLX commentary
Sep 26, 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: 2.14B vs. WCMLX (44.8M). PGRTX pays higher dividends than WCMLX: PGRTX (0.45) 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 : 4.73 vs. PGRTX (2.17). WCMLX return over 5 years is better than : 24.05 vs. PGRTX (7.40).
| 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 | 8.148 | 6.687 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.14B | 44.8M | 4,783% |
| Annual Yield % from dividends | 0.45 | 0.00 | - |
| Returns for 1 year | 2.17 | 4.73 | 46% |
| Returns for 3 years | 41.10 | 41.59 | 99% |
| Returns for 5 years | 7.40 | 24.05 | 31% |
| Returns for 10 years | 42.47 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement