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PGRTX vs WCMLX
PGRTX vs WCMLX Comparison
Open Charts PGRTX vs WCMLX
Principal SmallCap Growth I Instl
Price$16.57
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets2.16B
WCM Small Cap Growth Institutional
Price$13.69
Change+$0.06 (+0.44%)
VolumeN/A
Net Assets43.06M
PGRTX vs WCMLX Comparison Chart in %
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PGRTX vs. WCMLX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
PGRTX has more cash in the bank: 2.16B vs. WCMLX (43.1M). 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). PGRTX annual gain was more profitable for investors over the last year : -2.09 vs. WCMLX (-2.98). WCMLX return over 5 years is better than : 4.74 vs. PGRTX (-2.15).
| 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 | 11.582 | 6.454 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 43.1M | 5,021% |
| Annual Yield % from dividends | 0.42 | 0.00 | - |
| Returns for 1 year | -2.09 | -2.98 | 70% |
| Returns for 3 years | 29.11 | 22.89 | 127% |
| Returns for 5 years | -2.15 | 4.74 | -45% |
| Returns for 10 years | 39.25 | N/A | - |
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