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PPNMX vs WCMNX
PPNMX vs WCMNX Comparison
Open Charts PPNMX vs WCMNX
Principal SmallCap Growth I R3
Price$11.20
Change+$0.08 (+0.72%)
VolumeN/A
Net Assets2.1B
WCM Small Cap Growth Investor
Price$13.51
Change+$0.12 (+0.90%)
VolumeN/A
Net Assets44.98M
PPNMX vs WCMNX Comparison Chart in %
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PPNMX vs. WCMNX commentary
Sep 07, 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 WCMNX is a Buy.
FUNDAMENTALS
Fundamentals
PPNMX has more cash in the bank: 2.11B vs. WCMNX (45M). PPNMX pays higher dividends than WCMNX: PPNMX (0.38) 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 : 7.31 vs. PPNMX (1.71). WCMNX return over 5 years is better than : 20.52 vs. PPNMX (-5.63).
| 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 | 6.161 | 6.462 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.11B | 45M | 4,678% |
| Annual Yield % from dividends | 0.38 | 0.00 | - |
| Returns for 1 year | 1.71 | 7.31 | 23% |
| Returns for 3 years | 23.07 | 28.54 | 81% |
| Returns for 5 years | -5.63 | 20.52 | -27% |
| Returns for 10 years | 3.20 | N/A | - |
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