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PGRTX vs WCMNX
PGRTX vs WCMNX Comparison
Open Charts PGRTX vs WCMNX
Principal SmallCap Growth I Instl
Price$12.54
Change-$0.93 (-6.90%)
VolumeN/A
Net Assets1.9B
WCM Small Cap Growth Investor
Price$10.66
Change-$0.85 (-7.38%)
VolumeN/A
Net Assets41.58M
PGRTX vs WCMNX Comparison Chart
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PGRTX vs. WCMNX commentary
Apr 04, 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: 1.9B vs. WCMNX (41.6M). PGRTX pays higher dividends than WCMNX: PGRTX (0.53) vs WCMNX (0.00). PGRTX was incepted earlier than WCMNX: PGRTX (24 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than PGRTX (1.02). PGRTX is a more actively managed with annual turnover of: 61.20 vs. WCMNX (48.00). 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 : -8.77 vs. WCMNX (-10.22). WCMNX return over 5 years is better than : 60.98 vs. PGRTX (38.15).
| PGRTX | WCMNX | PGRTX / WCMNX | |
| Total Expense Ratio | 1.00 | 1.24 | 81% |
| Annual Report Gross Expense Ratio | 1.02 | 2.11 | 48% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | -9.293 | -9.299 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 41.6M | 4,575% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | -8.77 | -10.22 | 86% |
| Returns for 3 years | -8.89 | -7.10 | 125% |
| Returns for 5 years | 38.15 | 60.98 | 63% |
| Returns for 10 years | 6.44 | N/A | - |
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