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PGRTX vs WCMNX
PGRTX vs WCMNX Comparison
Open Charts PGRTX vs WCMNX
Principal SmallCap Growth I Instl
Price$16.20
Change-$0.12 (-0.74%)
VolumeN/A
Net Assets2.15B
WCM Small Cap Growth Investor
Price$13.59
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets42.97M
PGRTX vs WCMNX Comparison Chart in %
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PGRTX vs. WCMNX 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
PGRTX has more cash in the bank: 2.15B vs. WCMNX (43M). PGRTX pays higher dividends than WCMNX: PGRTX (0.44) vs WCMNX (0.00). 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 : 1.42 vs. PGRTX (-0.41). WCMNX return over 5 years is better than : 11.12 vs. PGRTX (-2.32).
| 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 | 9.091 | 7.092 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | 1.42 | -29% |
| Returns for 3 years | 34.68 | 32.97 | 105% |
| Returns for 5 years | -2.32 | 11.12 | -21% |
| Returns for 10 years | 37.18 | N/A | - |
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