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PGRTX vs WCMNX
PGRTX vs WCMNX Comparison
Open Charts PGRTX vs WCMNX
Principal SmallCap Growth I Instl
Price$15.20
Change-$0.10 (-0.65%)
VolumeN/A
Net Assets2.09B
WCM Small Cap Growth Investor
Price$12.67
Change-$0.07 (-0.55%)
VolumeN/A
Net Assets43.57M
PGRTX vs WCMNX Comparison Chart in %
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PGRTX vs. WCMNX commentary
Jul 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: 2.09B vs. WCMNX (43.6M). PGRTX pays higher dividends than WCMNX: PGRTX (0.47) 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). PGRTX annual gain was more profitable for investors over the last year : -1.17 vs. WCMNX (-1.92). WCMNX return over 5 years is better than : 19.96 vs. PGRTX (5.11).
| 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 | 3.030 | 0.394 | 769% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.09B | 43.6M | 4,794% |
| Annual Yield % from dividends | 0.47 | 0.00 | - |
| Returns for 1 year | -1.17 | -1.92 | 61% |
| Returns for 3 years | 28.47 | 25.15 | 113% |
| Returns for 5 years | 5.11 | 19.96 | 26% |
| Returns for 10 years | 14.76 | N/A | - |
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