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PPNMX vs WCMLX
PPNMX vs WCMLX Comparison
Open Charts PPNMX vs WCMLX
Principal SmallCap Growth I R3
Price$11.27
Change-$0.46 (-3.92%)
VolumeN/A
Net Assets2.16B
WCM Small Cap Growth Institutional
Price$13.25
Change-$0.44 (-3.21%)
VolumeN/A
Net Assets41.88M
PPNMX vs WCMLX Comparison Chart in %
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PPNMX vs. WCMLX commentary
Nov 14, 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 PPNMX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
PPNMX has more cash in the bank: 2.16B vs. WCMLX (41.9M). PPNMX pays higher dividends than WCMLX: PPNMX (0.35) vs WCMLX (0.00). 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 : -2.98 vs. PPNMX (-5.22). WCMLX return over 5 years is better than : 4.74 vs. PPNMX (-12.41).
| 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 | 11.185 | 6.454 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 41.9M | 5,160% |
| Annual Yield % from dividends | 0.35 | 0.00 | - |
| Returns for 1 year | -5.22 | -2.98 | 175% |
| Returns for 3 years | 23.49 | 22.89 | 103% |
| Returns for 5 years | -12.41 | 4.74 | -262% |
| Returns for 10 years | 11.67 | N/A | - |
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