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PPNMX vs WCMLX
PPNMX vs WCMLX Comparison
Open Charts PPNMX vs WCMLX
Principal SmallCap Growth I R3
Price$10.90
Change-$0.68 (-5.87%)
VolumeN/A
Net Assets2.24B
WCM Small Cap Growth Institutional
Price$14.64
Change+$0.83 (+6.01%)
VolumeN/A
Net Assets47.08M
PPNMX vs WCMLX Comparison Chart in %
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PPNMX vs. WCMLX commentary
Feb 05, 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: 2.24B vs. WCMLX (47.1M). 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 (70.10). 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 : 8.52 vs. PPNMX (0.18). WCMLX return over 5 years is better than : -5.30 vs. PPNMX (-29.64).
| 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 | 4.506 | 6.395 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.24B | 47.1M | 4,754% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 0.18 | 8.52 | 2% |
| Returns for 3 years | 9.91 | 19.51 | 51% |
| Returns for 5 years | -29.64 | -5.30 | 559% |
| Returns for 10 years | 37.36 | N/A | - |
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