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PPNMX vs WCMLX
PPNMX vs WCMLX Comparison
Open Charts PPNMX vs WCMLX
Principal SmallCap Growth I R3
Price$11.18
Change+$0.09 (+0.81%)
VolumeN/A
Net Assets2.05B
WCM Small Cap Growth Institutional
Price$13.15
Change+$0.06 (+0.46%)
VolumeN/A
Net Assets41.26M
PPNMX vs WCMLX Comparison Chart in %
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PPNMX vs. WCMLX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
PPNMX has more cash in the bank: 2.05B vs. WCMLX (41.3M). PPNMX pays higher dividends than WCMLX: PPNMX (0.35) 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 : -3.04 vs. PPNMX (-7.49). WCMLX return over 5 years is better than : -0.83 vs. PPNMX (-18.70).
| 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 | 5.118 | 1.788 | 286% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.05B | 41.3M | 4,952% |
| Annual Yield % from dividends | 0.35 | 0.00 | - |
| Returns for 1 year | -7.49 | -3.04 | 247% |
| Returns for 3 years | 19.38 | 21.43 | 90% |
| Returns for 5 years | -18.70 | -0.83 | 2,244% |
| Returns for 10 years | 2.56 | N/A | - |
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