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PGRTX vs WCMNX
PGRTX vs WCMNX Comparison
Open Charts PGRTX vs WCMNX
Principal SmallCap Growth I Instl
Price$15.42
Change+$0.12 (+0.78%)
VolumeN/A
Net Assets2.24B
WCM Small Cap Growth Investor
Price$13.28
Change+$0.08 (+0.61%)
VolumeN/A
Net Assets41.83M
PGRTX vs WCMNX Comparison Chart
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PGRTX vs. WCMNX commentary
Jan 19, 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 Buy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PGRTX has more cash in the bank: 2.24B vs. WCMNX (41.8M). PGRTX (0.00) and WCMNX (0.00) have matching dividends . PGRTX was incepted earlier than WCMNX: PGRTX (24 years) vs WCMNX (5 years). PGRTX (50.30) and WCMNX (48.00) have comparable annual turnover. PGRTX has a lower initial minimum investment than WCMNX: PGRTX (0) vs WCMNX (1000). PGRTX annual gain was more profitable for investors over the last year : 13.63 vs. WCMNX (11.60). WCMNX return over 5 years is better than : 21.39 vs. PGRTX (9.53).
| PGRTX | WCMNX | PGRTX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 3.838 | 4.649 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.24B | 41.8M | 5,361% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 13.63 | 11.60 | 118% |
| Returns for 3 years | 2.64 | 6.92 | 38% |
| Returns for 5 years | 9.53 | 21.39 | 45% |
| Returns for 10 years | 34.31 | N/A | - |
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