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PGRTX vs WCMLX
PGRTX vs WCMLX Comparison
Open Charts PGRTX vs WCMLX
Principal SmallCap Growth I Instl
Price$16.20
Change-$0.12 (-0.74%)
VolumeN/A
Net Assets2.15B
WCM Small Cap Growth Institutional
Price$13.79
Change-$0.04 (-0.29%)
VolumeN/A
Net Assets42.97M
PGRTX vs WCMLX Comparison Chart in %
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PGRTX vs. WCMLX commentary
Oct 19, 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 Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
PGRTX has more cash in the bank: 2.15B vs. WCMLX (43M). PGRTX pays higher dividends than WCMLX: PGRTX (0.44) 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 : 1.70 vs. PGRTX (-0.41). WCMLX return over 5 years is better than : 12.48 vs. PGRTX (-2.32).
| 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 | 9.091 | 7.232 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 43M | 5,000% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | -0.41 | 1.70 | -24% |
| Returns for 3 years | 34.68 | 33.88 | 102% |
| Returns for 5 years | -2.32 | 12.48 | -19% |
| Returns for 10 years | 37.18 | N/A | - |
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