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PGRTX vs WCMNX
PGRTX vs WCMNX Comparison
Open Charts PGRTX vs WCMNX
Principal SmallCap Growth I Instl
Price$14.63
Change-$0.45 (-2.98%)
VolumeN/A
Net Assets2.11B
WCM Small Cap Growth Investor
Price$12.50
Change-$0.40 (-3.10%)
VolumeN/A
Net Assets40.21M
PGRTX vs WCMNX Comparison Chart
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PGRTX vs. WCMNX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
PGRTX has more cash in the bank: 2.12B vs. WCMNX (40.2M). PGRTX (0.00) and WCMNX (0.00) have matching dividends . PGRTX was incepted earlier than WCMNX: PGRTX (24 years) vs WCMNX (5 years). PGRTX (50.30) and WCMNX (48.00) have comparable annual turnover. 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 : 3.89 vs. WCMNX (1.49). WCMNX return over 5 years is better than : 17.49 vs. PGRTX (5.33).
| PGRTX | WCMNX | PGRTX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 1.549 | 1.655 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.12B | 40.2M | 5,261% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 3.89 | 1.49 | 260% |
| Returns for 3 years | 7.04 | 9.79 | 72% |
| Returns for 5 years | 5.33 | 17.49 | 30% |
| Returns for 10 years | 21.84 | N/A | - |
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