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PPNPX vs WCMNX
PPNPX vs WCMNX Comparison
Open Charts PPNPX vs WCMNX
Principal SmallCap Growth I R5
Price$14.01
Change-$0.17 (-1.20%)
VolumeN/A
Net Assets2.12B
WCM Small Cap Growth Investor
Price$13.48
Change-$0.22 (-1.61%)
VolumeN/A
Net Assets44.71M
PPNPX vs WCMNX Comparison Chart in %
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PPNPX vs. WCMNX commentary
Sep 15, 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
PPNPX has more cash in the bank: 2.12B vs. WCMNX (44.7M). PPNPX pays higher dividends than WCMNX: PPNPX (0.48) vs WCMNX (0.00). PPNPX was incepted earlier than WCMNX: PPNPX (25 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than PPNPX (1.15). WCMNX is a more actively managed with annual turnover of: 83.00 vs. PPNPX (61.20). PPNPX has a lower initial minimum investment than WCMNX: PPNPX (0) vs WCMNX (1000). WCMNX annual gain was more profitable for investors over the last year : 7.41 vs. PPNPX (3.65). WCMNX return over 5 years is better than : 22.77 vs. PPNPX (3.88).
| PPNPX | WCMNX | PPNPX / WCMNX | |
| Total Expense Ratio | 1.13 | 1.24 | 91% |
| Annual Report Gross Expense Ratio | 1.15 | 2.04 | 56% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 6.702 | 6.225 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.12B | 44.7M | 4,745% |
| Annual Yield % from dividends | 0.48 | 0.00 | - |
| Returns for 1 year | 3.65 | 7.41 | 49% |
| Returns for 3 years | 23.56 | 23.78 | 99% |
| Returns for 5 years | 3.88 | 22.77 | 17% |
| Returns for 10 years | 18.97 | N/A | - |
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