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PPNMX vs WCMLX
PPNMX vs WCMLX Comparison
Open Charts PPNMX vs WCMLX
Principal SmallCap Growth I R3
Price$11.08
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets2.27B
WCM Small Cap Growth Institutional
Price$14.80
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets47.47M
PPNMX vs WCMLX Comparison Chart in %
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PPNMX vs. WCMLX commentary
Jan 15, 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 PPNMX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
PPNMX has more cash in the bank: 2.27B vs. WCMLX (47.5M). PPNMX (0.00) and WCMLX (0.00) have matching dividends . PPNMX was incepted earlier than WCMLX: PPNMX (25 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than PPNMX (1.46). WCMLX is a more actively managed with annual turnover of: 83.00 vs. PPNMX (61.20). PPNMX has a lower initial minimum investment than WCMLX: PPNMX (0) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : 13.24 vs. PPNMX (4.14). WCMLX return over 5 years is better than : -2.44 vs. PPNMX (-26.40).
| PPNMX | WCMLX | PPNMX / WCMLX | |
| Total Expense Ratio | 1.44 | 0.99 | 145% |
| Annual Report Gross Expense Ratio | 1.46 | 1.79 | 82% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 6.232 | 7.558 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| 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 | 4.14 | 13.24 | 31% |
| Returns for 3 years | 16.89 | 29.48 | 57% |
| Returns for 5 years | -26.40 | -2.44 | 1,082% |
| Returns for 10 years | 32.64 | N/A | - |
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