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PGRTX vs WCMLX
PGRTX vs WCMLX Comparison
Open Charts PGRTX vs WCMLX
Principal SmallCap Growth I Instl
Price$15.70
Change-$0.33 (-2.06%)
VolumeN/A
Net Assets2.23B
WCM Small Cap Growth Institutional
Price$14.64
Change+$0.83 (+6.01%)
VolumeN/A
Net Assets47.08M
PGRTX vs WCMLX Comparison Chart in %
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PGRTX vs. WCMLX commentary
Feb 05, 2026
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: 2.23B vs. WCMLX (47.1M). PGRTX (0.00) and WCMLX (0.00) have matching dividends . 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 (70.10). 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 : 8.52 vs. PGRTX (4.63). WCMLX return over 5 years is better than : -5.30 vs. PGRTX (-19.28).
| 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 | 4.566 | 6.395 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.23B | 47.1M | 4,728% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 4.63 | 8.52 | 54% |
| Returns for 3 years | 19.08 | 19.51 | 98% |
| Returns for 5 years | -19.28 | -5.30 | 363% |
| Returns for 10 years | 76.09 | N/A | - |
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