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PPNMX vs WCMLX
PPNMX vs WCMLX Comparison
Open Charts PPNMX vs WCMLX
Principal SmallCap Growth I R3
Price$10.63
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.06B
WCM Small Cap Growth Institutional
Price$12.46
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets42.18M
PPNMX vs WCMLX Comparison Chart in %
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PPNMX vs. WCMLX commentary
Jul 01, 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: 2.06B vs. WCMLX (42.2M). PPNMX pays higher dividends than WCMLX: PPNMX (0.41) 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 : -0.08 vs. PPNMX (-1.33). WCMLX return over 5 years is better than : 19.48 vs. PPNMX (-5.01).
| 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 | 0.758 | -3.188 | -24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 42.2M | 4,882% |
| Annual Yield % from dividends | 0.41 | 0.00 | - |
| Returns for 1 year | -1.33 | -0.08 | 1,655% |
| Returns for 3 years | 20.64 | 23.15 | 89% |
| Returns for 5 years | -5.01 | 19.48 | -26% |
| Returns for 10 years | -7.64 | N/A | - |
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