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PGRTX vs WCMLX
PGRTX vs WCMLX Comparison
Open Charts PGRTX vs WCMLX
Principal SmallCap Growth I Instl
Price$16.86
Change+$0.27 (+1.63%)
VolumeN/A
Net Assets2.19B
WCM Small Cap Growth Institutional
Price$14.06
Change+$0.20 (+1.44%)
VolumeN/A
Net Assets44.36M
PGRTX vs WCMLX Comparison Chart in %
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PGRTX vs. WCMLX commentary
Dec 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 PGRTX is a Buy and WCMLX is a Buy.
FUNDAMENTALS
Fundamentals
PGRTX has more cash in the bank: 2.19B vs. WCMLX (44.4M). PGRTX pays higher dividends than WCMLX: PGRTX (0.42) vs WCMLX (0.00). PGRTX was incepted earlier than WCMLX: PGRTX (25 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than PGRTX (1.01). WCMLX is a more actively managed with annual turnover of: 83.00 vs. PGRTX (61.20). PGRTX has a lower initial minimum investment than WCMLX: PGRTX (0) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : -1.14 vs. PGRTX (-3.56). WCMLX return over 5 years is better than : 1.99 vs. PGRTX (-6.06).
| PGRTX | WCMLX | PGRTX / WCMLX | |
| Total Expense Ratio | 0.99 | 0.99 | 100% |
| Annual Report Gross Expense Ratio | 1.01 | 1.79 | 56% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 11.650 | 7.621 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19B | 44.4M | 4,932% |
| Annual Yield % from dividends | 0.42 | 0.00 | - |
| Returns for 1 year | -3.56 | -1.14 | 312% |
| Returns for 3 years | 27.99 | 21.83 | 128% |
| Returns for 5 years | -6.06 | 1.99 | -305% |
| Returns for 10 years | 33.75 | N/A | - |
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