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PPNMX vs WCMNX
PPNMX vs WCMNX Comparison
Open Charts PPNMX vs WCMNX
Principal SmallCap Growth I R3
Price$10.63
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.06B
WCM Small Cap Growth Investor
Price$12.29
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets42.18M
PPNMX vs WCMNX Comparison Chart in %
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PPNMX vs. WCMNX commentary
Jul 02, 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PPNMX has more cash in the bank: 2.06B vs. WCMNX (42.2M). PPNMX pays higher dividends than WCMNX: PPNMX (0.41) vs WCMNX (0.00). PPNMX was incepted earlier than WCMNX: PPNMX (25 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than PPNMX (1.46). WCMNX is a more actively managed with annual turnover of: 83.00 vs. PPNMX (61.20). PPNMX has a lower initial minimum investment than WCMNX: PPNMX (0) vs WCMNX (1000). WCMNX annual gain was more profitable for investors over the last year : -0.32 vs. PPNMX (-1.33). WCMNX return over 5 years is better than : 17.96 vs. PPNMX (-5.01).
| PPNMX | WCMNX | PPNMX / WCMNX | |
| Total Expense Ratio | 1.44 | 1.24 | 116% |
| Annual Report Gross Expense Ratio | 1.46 | 2.04 | 72% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 0.758 | -3.231 | -23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | -0.32 | 409% |
| Returns for 3 years | 20.64 | 22.31 | 92% |
| Returns for 5 years | -5.01 | 17.96 | -28% |
| Returns for 10 years | -7.64 | N/A | - |
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