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PPNMX vs WCMNX
PPNMX vs WCMNX Comparison
Open Charts PPNMX vs WCMNX
Principal SmallCap Growth I R3
Price$8.90
Change-$0.66 (-6.90%)
VolumeN/A
Net Assets1.9B
WCM Small Cap Growth Investor
Price$10.66
Change-$0.85 (-7.38%)
VolumeN/A
Net Assets41.58M
PPNMX vs WCMNX Comparison Chart
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PPNMX vs. WCMNX commentary
Apr 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
PPNMX has more cash in the bank: 1.9B vs. WCMNX (41.6M). 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 : -10.22 vs. PPNMX (-11.67). WCMNX return over 5 years is better than : 60.98 vs. PPNMX (23.73).
| 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 | -9.384 | -9.299 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 41.6M | 4,575% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | -11.67 | -10.22 | 114% |
| Returns for 3 years | -12.87 | -7.10 | 181% |
| Returns for 5 years | 23.73 | 60.98 | 39% |
| Returns for 10 years | -14.80 | N/A | - |
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