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PPNMX vs WCMLX
PPNMX vs WCMLX Comparison
Open Charts PPNMX vs WCMLX
Principal SmallCap Growth I R3
Price$11.20
Change+$0.08 (+0.72%)
VolumeN/A
Net Assets2.1B
WCM Small Cap Growth Institutional
Price$13.58
Change+$0.21 (+1.57%)
VolumeN/A
Net Assets44.98M
PPNMX vs WCMLX Comparison Chart in %
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PPNMX vs. WCMLX commentary
Sep 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 PPNMX is a Hold and WCMLX is a Buy.
FUNDAMENTALS
Fundamentals
PPNMX has more cash in the bank: 2.11B vs. WCMLX (45M). PPNMX pays higher dividends than WCMLX: PPNMX (0.38) vs WCMLX (0.00). PPNMX was incepted earlier than WCMLX: PPNMX (25 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than PPNMX (1.46). WCMLX is a more actively managed with annual turnover of: 83.00 vs. PPNMX (61.20). PPNMX has a lower initial minimum investment than WCMLX: PPNMX (0) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : 6.59 vs. PPNMX (1.71). WCMLX return over 5 years is better than : 20.93 vs. PPNMX (-5.63).
| PPNMX | WCMLX | PPNMX / WCMLX | |
| Total Expense Ratio | 1.44 | 0.99 | 145% |
| Annual Report Gross Expense Ratio | 1.46 | 1.79 | 82% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 6.161 | 5.599 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.11B | 45M | 4,678% |
| Annual Yield % from dividends | 0.38 | 0.00 | - |
| Returns for 1 year | 1.71 | 6.59 | 26% |
| Returns for 3 years | 23.07 | 28.23 | 82% |
| Returns for 5 years | -5.63 | 20.93 | -27% |
| Returns for 10 years | 3.20 | N/A | - |
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