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PPNPX vs WCMNX
PPNPX vs WCMNX Comparison
Open Charts PPNPX vs WCMNX
Principal SmallCap Growth I R5
Price$13.96
Change+$0.13 (+0.94%)
VolumeN/A
Net Assets2.05B
WCM Small Cap Growth Investor
Price$12.96
Change+$0.07 (+0.54%)
VolumeN/A
Net Assets41.26M
PPNPX vs WCMNX Comparison Chart in %
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PPNPX vs. WCMNX commentary
Nov 20, 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 Hold and WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
PPNPX has more cash in the bank: 2.05B vs. WCMNX (41.3M). PPNPX pays higher dividends than WCMNX: PPNPX (0.45) 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 : -3.30 vs. PPNPX (-5.54). WCMNX return over 5 years is better than : -2.13 vs. PPNPX (-12.44).
| 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 | 5.331 | 1.576 | 338% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.05B | 41.3M | 4,952% |
| Annual Yield % from dividends | 0.45 | 0.00 | - |
| Returns for 1 year | -5.54 | -3.30 | 168% |
| Returns for 3 years | 22.95 | 20.47 | 112% |
| Returns for 5 years | -12.44 | -2.13 | 585% |
| Returns for 10 years | 18.34 | N/A | - |
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