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PGRTX vs WCMNX
PGRTX vs WCMNX Comparison
Open Charts PGRTX vs WCMNX
Principal SmallCap Growth I Instl
Price$15.81
Change+$0.11 (+0.70%)
VolumeN/A
Net Assets2.1B
WCM Small Cap Growth Investor
Price$13.51
Change+$0.12 (+0.90%)
VolumeN/A
Net Assets44.98M
PGRTX vs WCMNX Comparison Chart in %
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PGRTX vs. WCMNX commentary
Sep 07, 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 WCMNX is a Buy.
FUNDAMENTALS
Fundamentals
PGRTX has more cash in the bank: 2.11B vs. WCMNX (45M). PGRTX pays higher dividends than WCMNX: PGRTX (0.45) vs WCMNX (0.00). PGRTX was incepted earlier than WCMNX: PGRTX (25 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than PGRTX (1.01). WCMNX is a more actively managed with annual turnover of: 83.00 vs. PGRTX (61.20). PGRTX has a lower initial minimum investment than WCMNX: PGRTX (0) vs WCMNX (1000). WCMNX annual gain was more profitable for investors over the last year : 7.31 vs. PGRTX (5.10). WCMNX return over 5 years is better than : 20.52 vs. PGRTX (5.45).
| PGRTX | WCMNX | PGRTX / WCMNX | |
| Total Expense Ratio | 0.99 | 1.24 | 80% |
| Annual Report Gross Expense Ratio | 1.01 | 2.04 | 50% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 6.465 | 6.462 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.11B | 45M | 4,678% |
| Annual Yield % from dividends | 0.45 | 0.00 | - |
| Returns for 1 year | 5.10 | 7.31 | 70% |
| Returns for 3 years | 28.67 | 28.54 | 100% |
| Returns for 5 years | 5.45 | 20.52 | 27% |
| Returns for 10 years | 28.78 | N/A | - |
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