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PPNPX vs WCMNX
PPNPX vs WCMNX Comparison
Open Charts PPNPX vs WCMNX
Principal SmallCap Growth I R5
Price$14.50
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets2.17B
WCM Small Cap Growth Investor
Price$13.69
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets44.16M
PPNPX vs WCMNX Comparison Chart in %
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PPNPX vs. WCMNX commentary
Oct 07, 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: 2.17B vs. WCMNX (44.2M). PPNPX pays higher dividends than WCMNX: PPNPX (0.46) 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 : 4.66 vs. PPNPX (1.88). WCMNX return over 5 years is better than : 14.56 vs. PPNPX (-2.17).
| 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 | 9.977 | 7.880 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.17B | 44.2M | 4,914% |
| Annual Yield % from dividends | 0.46 | 0.00 | - |
| Returns for 1 year | 1.88 | 4.66 | 40% |
| Returns for 3 years | 36.20 | 35.54 | 102% |
| Returns for 5 years | -2.17 | 14.56 | -15% |
| Returns for 10 years | 27.02 | N/A | - |
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