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PPNPX vs WCMNX
PPNPX vs WCMNX Comparison
Open Charts PPNPX vs WCMNX
Principal SmallCap Growth I R5
Price$13.32
Change-$0.14 (-1.04%)
VolumeN/A
Net Assets2.06B
WCM Small Cap Growth Investor
Price$12.56
Change-$0.14 (-1.10%)
VolumeN/A
Net Assets42.97M
PPNPX vs WCMNX Comparison Chart in %
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PPNPX vs. WCMNX commentary
Jul 13, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
PPNPX has more cash in the bank: 2.06B vs. WCMNX (43M). PPNPX pays higher dividends than WCMNX: PPNPX (0.50) 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 : -0.16 vs. PPNPX (-0.94). WCMNX return over 5 years is better than : 21.24 vs. PPNPX (1.69).
| 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 | 1.447 | -1.024 | -141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 43M | 4,798% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | -0.94 | -0.16 | 593% |
| Returns for 3 years | 25.05 | 23.26 | 108% |
| Returns for 5 years | 1.69 | 21.24 | 8% |
| Returns for 10 years | 4.71 | N/A | - |
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