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PPNMX vs WCMNX
PPNMX vs WCMNX Comparison
Open Charts PPNMX vs WCMNX
Principal SmallCap Growth I R3
Price$10.35
Change+$0.12 (+1.17%)
VolumeN/A
Net Assets2B
WCM Small Cap Growth Investor
Price$12.14
Change+$0.13 (+1.08%)
VolumeN/A
Net Assets42.98M
PPNMX vs WCMNX Comparison Chart
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PPNMX vs. WCMNX commentary
Jun 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 Buy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PPNMX has more cash in the bank: 2B vs. WCMNX (43M). 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 : -1.48 vs. PPNMX (-3.98). WCMNX return over 5 years is better than : 12.35 vs. PPNMX (-8.34).
| 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 | -3.033 | -5.359 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2B | 43M | 4,649% |
| Annual Yield % from dividends | 0.41 | 0.00 | - |
| Returns for 1 year | -3.98 | -1.48 | 269% |
| Returns for 3 years | 5.71 | 9.78 | 58% |
| Returns for 5 years | -8.34 | 12.35 | -68% |
| Returns for 10 years | -10.34 | N/A | - |
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