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PGRTX vs WCMNX
PGRTX vs WCMNX Comparison
Open Charts PGRTX vs WCMNX
Principal SmallCap Growth I Instl
Price$16.32
Change-$0.18 (-1.09%)
VolumeN/A
Net Assets2.18B
WCM Small Cap Growth Investor
Price$13.62
Change-$0.18 (-1.30%)
VolumeN/A
Net Assets43.69M
PGRTX vs WCMNX Comparison Chart in %
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PGRTX vs. WCMNX commentary
Oct 17, 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 Hold.
FUNDAMENTALS
Fundamentals
PGRTX has more cash in the bank: 2.18B vs. WCMNX (43.7M). PGRTX pays higher dividends than WCMNX: PGRTX (0.44) 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 : 2.91 vs. PGRTX (1.12). WCMNX return over 5 years is better than : 12.84 vs. PGRTX (-0.51).
| 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 | 11.111 | 8.747 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.18B | 43.7M | 4,977% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | 1.12 | 2.91 | 39% |
| Returns for 3 years | 39.01 | 37.18 | 105% |
| Returns for 5 years | -0.51 | 12.84 | -4% |
| Returns for 10 years | 38.90 | N/A | - |
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