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PGRTX vs WCMNX
PGRTX vs WCMNX Comparison
Open Charts PGRTX vs WCMNX
Principal SmallCap Growth I Instl
Price$16.29
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets2.27B
WCM Small Cap Growth Investor
Price$14.57
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets47.47M
PGRTX vs WCMNX Comparison Chart in %
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PGRTX vs. WCMNX commentary
Jan 16, 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: 2.27B vs. WCMNX (47.5M). 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 (61.20). 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 : 12.95 vs. PGRTX (8.82). WCMNX return over 5 years is better than : -3.70 vs. PGRTX (-15.56).
| 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 | 6.262 | 7.528 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.27B | 47.5M | 4,779% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 8.82 | 12.95 | 68% |
| Returns for 3 years | 26.73 | 28.48 | 94% |
| Returns for 5 years | -15.56 | -3.70 | 420% |
| Returns for 10 years | 70.02 | N/A | - |
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