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PPNPX vs WCMNX
PPNPX vs WCMNX Comparison
Open Charts PPNPX vs WCMNX
Principal SmallCap Growth I R5
Price$11.91
Change+$0.25 (+2.14%)
VolumeN/A
Net Assets1.86B
WCM Small Cap Growth Investor
Price$11.51
Change+$0.24 (+2.13%)
VolumeN/A
Net Assets41.58M
PPNPX vs WCMNX Comparison Chart
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PPNPX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PPNPX has more cash in the bank: 1.86B vs. WCMNX (41.6M). PPNPX pays higher dividends than WCMNX: PPNPX (0.56) vs WCMNX (0.00). PPNPX was incepted earlier than WCMNX: PPNPX (24 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than PPNPX (1.15). PPNPX is a more actively managed with annual turnover of: 61.20 vs. WCMNX (48.00). PPNPX has a lower initial minimum investment than WCMNX: PPNPX (0) vs WCMNX (1000). PPNPX (-11.19) and WCMNX (-11.68) have marching annual gain over last year. WCMNX return over 5 years is better than : 57.62 vs. PPNPX (30.55).
| PPNPX | WCMNX | PPNPX / WCMNX | |
| Total Expense Ratio | 1.13 | 1.24 | 91% |
| Annual Report Gross Expense Ratio | 1.15 | 2.11 | 55% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | -11.196 | -11.190 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.86B | 41.6M | 4,481% |
| Annual Yield % from dividends | 0.56 | 0.00 | - |
| Returns for 1 year | -11.19 | -11.68 | 96% |
| Returns for 3 years | -11.45 | -8.52 | 134% |
| Returns for 5 years | 30.55 | 57.62 | 53% |
| Returns for 10 years | -3.19 | N/A | - |
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