PPNMX
Price
$8.90
Change
-$0.66 (-6.90%)
Updated
Apr 3 closing price
Net Assets
1.9B
WCMLX
Price
$10.81
Change
-$0.86 (-7.37%)
Updated
Apr 3 closing price
Net Assets
41.58M
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PPNMX vs WCMLX

Header iconPPNMX vs WCMLX Comparison
Open Charts PPNMX vs WCMLXBanner chart's image
Principal SmallCap Growth I R3
Price$8.90
Change-$0.66 (-6.90%)
VolumeN/A
Net Assets1.9B
WCM Small Cap Growth Institutional
Price$10.81
Change-$0.86 (-7.37%)
VolumeN/A
Net Assets41.58M
PPNMX vs WCMLX Comparison Chart
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PPNMX vs. WCMLX 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 PPNMX is a Hold and WCMLX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PPNMX has more cash in the bank: 1.9B vs. WCMLX (41.6M). 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 : -9.95 vs. PPNMX (-11.67). WCMLX return over 5 years is better than : 62.99 vs. PPNMX (23.73).
PPNMXWCMLXPPNMX / WCMLX
Total Expense Ratio1.440.99145%
Annual Report Gross Expense Ratio1.461.8678%
Fund Existence24 years5 years-
Gain YTD-9.384-9.253101%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.9B41.6M4,575%
Annual Yield % from dividends0.440.00-
Returns for 1 year-11.67-9.95117%
Returns for 3 years-12.87-6.42201%
Returns for 5 years23.7362.9938%
Returns for 10 years-14.80N/A-
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