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PPNPX vs WCMLX
PPNPX vs WCMLX Comparison
Open Charts PPNPX vs WCMLX
Principal SmallCap Growth I R5
Price$11.08
Change-$0.83 (-6.97%)
VolumeN/A
Net Assets1.9B
WCM Small Cap Growth Institutional
Price$10.81
Change-$0.86 (-7.37%)
VolumeN/A
Net Assets41.58M
PPNPX vs WCMLX Comparison Chart
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PPNPX vs. WCMLX 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 PPNPX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PPNPX has more cash in the bank: 1.9B vs. WCMLX (41.6M). PPNPX pays higher dividends than WCMLX: PPNPX (0.56) vs WCMLX (0.00). PPNPX was incepted earlier than WCMLX: PPNPX (24 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than PPNPX (1.15). PPNPX is a more actively managed with annual turnover of: 61.20 vs. WCMLX (48.00). PPNPX has a lower initial minimum investment than WCMLX: PPNPX (0) vs WCMLX (100000). PPNPX (-9.69) and WCMLX (-9.95) have marching annual gain over last year. WCMLX return over 5 years is better than : 62.99 vs. PPNPX (33.35).
| PPNPX | WCMLX | PPNPX / WCMLX | |
| Total Expense Ratio | 1.13 | 0.99 | 114% |
| Annual Report Gross Expense Ratio | 1.15 | 1.86 | 62% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | -9.292 | -9.253 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 41.6M | 4,575% |
| Annual Yield % from dividends | 0.56 | 0.00 | - |
| Returns for 1 year | -9.69 | -9.95 | 97% |
| Returns for 3 years | -10.17 | -6.42 | 158% |
| Returns for 5 years | 33.35 | 62.99 | 53% |
| Returns for 10 years | -1.52 | N/A | - |
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