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PPNMX vs WCMLX
PPNMX vs WCMLX Comparison
Open Charts PPNMX vs WCMLX
Principal SmallCap Growth I R3
Price$11.47
Change-$0.08 (-0.69%)
VolumeN/A
Net Assets2.15B
WCM Small Cap Growth Institutional
Price$13.79
Change-$0.04 (-0.29%)
VolumeN/A
Net Assets43.09M
PPNMX vs WCMLX Comparison Chart in %
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PPNMX vs. WCMLX 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 PPNMX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
PPNMX has more cash in the bank: 2.15B vs. WCMLX (43.1M). PPNMX pays higher dividends than WCMLX: PPNMX (0.36) 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 : 1.70 vs. PPNMX (-3.60). WCMLX return over 5 years is better than : 12.48 vs. PPNMX (-12.60).
| 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 | 8.720 | 7.232 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 43.1M | 4,988% |
| Annual Yield % from dividends | 0.36 | 0.00 | - |
| Returns for 1 year | -3.60 | 1.70 | -212% |
| Returns for 3 years | 28.86 | 33.88 | 85% |
| Returns for 5 years | -12.60 | 12.48 | -101% |
| Returns for 10 years | 9.92 | N/A | - |
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