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PGRTX vs WCMNX
PGRTX vs WCMNX Comparison
Open Charts PGRTX vs WCMNX
Principal SmallCap Growth I Instl
Price$15.70
Change-$0.33 (-2.06%)
VolumeN/A
Net Assets2.23B
WCM Small Cap Growth Investor
Price$14.42
Change+$0.82 (+6.03%)
VolumeN/A
Net Assets47.08M
PGRTX vs WCMNX Comparison Chart in %
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PGRTX vs. WCMNX 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
PGRTX has more cash in the bank: 2.23B vs. WCMNX (47.1M). PGRTX (0.00) and WCMNX (0.00) have matching dividends . PGRTX was incepted earlier than WCMNX: PGRTX (25 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than PGRTX (1.01). WCMNX is a more actively managed with annual turnover of: 83.00 vs. PGRTX (70.10). PGRTX has a lower initial minimum investment than WCMNX: PGRTX (0) vs WCMNX (1000). WCMNX annual gain was more profitable for investors over the last year : 8.34 vs. PGRTX (4.63). WCMNX return over 5 years is better than : -6.49 vs. PGRTX (-19.28).
| PGRTX | WCMNX | PGRTX / WCMNX | |
| Total Expense Ratio | 0.99 | 1.24 | 80% |
| Annual Report Gross Expense Ratio | 1.01 | 2.04 | 50% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 4.566 | 6.421 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | 8.34 | 56% |
| Returns for 3 years | 19.08 | 18.68 | 102% |
| Returns for 5 years | -19.28 | -6.49 | 297% |
| Returns for 10 years | 76.09 | N/A | - |
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