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PGRTX vs WCMNX
PGRTX vs WCMNX Comparison
Open Charts PGRTX vs WCMNX
Principal SmallCap Growth I Instl
Price$12.67
Change+$0.27 (+2.18%)
VolumeN/A
Net Assets1.74B
WCM Small Cap Growth Investor
Price$10.86
Change+$0.22 (+2.07%)
VolumeN/A
Net Assets38.54M
PGRTX vs WCMNX Comparison Chart
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PGRTX vs. WCMNX commentary
Apr 25, 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: 1.74B vs. WCMNX (38.5M). PGRTX pays higher dividends than WCMNX: PGRTX (0.53) vs WCMNX (0.00). PGRTX was incepted earlier than WCMNX: PGRTX (24 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than PGRTX (1.02). PGRTX is a more actively managed with annual turnover of: 61.20 vs. WCMNX (48.00). 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 : -12.35 vs. WCMNX (-13.07). WCMNX return over 5 years is better than : 21.32 vs. PGRTX (6.07).
| PGRTX | WCMNX | PGRTX / WCMNX | |
| Total Expense Ratio | 1.00 | 1.24 | 81% |
| Annual Report Gross Expense Ratio | 1.02 | 2.11 | 48% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | -16.498 | -16.154 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 38.5M | 4,514% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | -12.35 | -13.07 | 95% |
| Returns for 3 years | -8.09 | -6.42 | 126% |
| Returns for 5 years | 6.07 | 21.32 | 28% |
| Returns for 10 years | -3.68 | N/A | - |
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