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PPNMX vs WCMLX
PPNMX vs WCMLX Comparison
Open Charts PPNMX vs WCMLX
Principal SmallCap Growth I R3
Price$9.22
Change+$0.23 (+2.56%)
VolumeN/A
Net Assets1.77B
WCM Small Cap Growth Institutional
Price$11.28
Change+$0.27 (+2.45%)
VolumeN/A
Net Assets39.35M
PPNMX vs WCMLX Comparison Chart
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PPNMX vs. WCMLX commentary
Apr 25, 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: 1.77B vs. WCMLX (39.3M). PPNMX pays higher dividends than WCMLX: PPNMX (0.44) vs WCMLX (0.00). PPNMX was incepted earlier than WCMLX: PPNMX (24 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than PPNMX (1.46). PPNMX is a more actively managed with annual turnover of: 61.20 vs. WCMLX (48.00). 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 : -10.85 vs. PPNMX (-12.93). WCMLX return over 5 years is better than : 25.40 vs. PPNMX (-3.02).
| PPNMX | WCMLX | PPNMX / WCMLX | |
| Total Expense Ratio | 1.44 | 0.99 | 145% |
| Annual Report Gross Expense Ratio | 1.46 | 1.86 | 78% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | -14.787 | -14.386 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.77B | 39.3M | 4,514% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | -12.93 | -10.85 | 119% |
| Returns for 3 years | -11.48 | -5.33 | 215% |
| Returns for 5 years | -3.02 | 25.40 | -12% |
| Returns for 10 years | -19.95 | N/A | - |
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