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PPNMX vs WCMLX
PPNMX vs WCMLX Comparison
Open Charts PPNMX vs WCMLX
Principal SmallCap Growth I R3
Price$10.82
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets2.08B
WCM Small Cap Growth Institutional
Price$13.11
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets44.3M
PPNMX vs WCMLX Comparison Chart in %
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PPNMX vs. WCMLX commentary
Jul 30, 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 Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PPNMX has more cash in the bank: 2.08B vs. WCMLX (44.3M). PPNMX pays higher dividends than WCMLX: PPNMX (0.39) 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 : 0.46 vs. PPNMX (-3.65). WCMLX return over 5 years is better than : 21.05 vs. PPNMX (-7.89).
| 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 | 2.749 | 1.944 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.08B | 44.3M | 4,691% |
| Annual Yield % from dividends | 0.39 | 0.00 | - |
| Returns for 1 year | -3.65 | 0.46 | -794% |
| Returns for 3 years | 13.65 | 16.84 | 81% |
| Returns for 5 years | -7.89 | 21.05 | -37% |
| Returns for 10 years | -6.71 | N/A | - |
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