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PPNMX vs WCMNX
PPNMX vs WCMNX Comparison
Open Charts PPNMX vs WCMNX
Principal SmallCap Growth I R3
Price$9.22
Change+$0.23 (+2.56%)
VolumeN/A
Net Assets1.77B
WCM Small Cap Growth Investor
Price$11.12
Change+$0.26 (+2.39%)
VolumeN/A
Net Assets39.35M
PPNMX vs WCMNX Comparison Chart
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PPNMX vs. WCMNX commentary
Apr 25, 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: 1.77B vs. WCMNX (39.3M). PPNMX pays higher dividends than WCMNX: PPNMX (0.44) vs WCMNX (0.00). PPNMX was incepted earlier than WCMNX: PPNMX (24 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than PPNMX (1.46). PPNMX is a more actively managed with annual turnover of: 61.20 vs. WCMNX (48.00). 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 : -11.06 vs. PPNMX (-12.93). WCMNX return over 5 years is better than : 23.83 vs. PPNMX (-3.02).
| PPNMX | WCMNX | PPNMX / WCMNX | |
| Total Expense Ratio | 1.44 | 1.24 | 116% |
| Annual Report Gross Expense Ratio | 1.46 | 2.11 | 69% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | -14.787 | -14.421 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.77B | 39.3M | 4,514% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | -12.93 | -11.06 | 117% |
| Returns for 3 years | -11.48 | -6.06 | 190% |
| Returns for 5 years | -3.02 | 23.83 | -13% |
| Returns for 10 years | -19.95 | N/A | - |