Interact to see
Advertisement
Advertisement
PGRTX vs WCMNX
PGRTX vs WCMNX Comparison
Open Charts PGRTX vs WCMNX
Principal SmallCap Growth I Instl
Price$14.42
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2B
WCM Small Cap Growth Investor
Price$12.01
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets42.98M
PGRTX vs WCMNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PGRTX vs. WCMNX commentary
Jun 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 Buy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PGRTX has more cash in the bank: 2B vs. WCMNX (43M). PGRTX pays higher dividends than WCMNX: PGRTX (0.50) 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 : -1.48 vs. PGRTX (-1.67). WCMNX return over 5 years is better than : 12.35 vs. PGRTX (2.43).
| 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 | -2.896 | -5.359 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2B | 43M | 4,649% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | -1.67 | -1.48 | 113% |
| Returns for 3 years | 12.01 | 11.82 | 102% |
| Returns for 5 years | 2.43 | 12.35 | 20% |
| Returns for 10 years | 11.49 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement