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PPNMX vs WCMNX
PPNMX vs WCMNX Comparison
Open Charts PPNMX vs WCMNX
Principal SmallCap Growth I R3
Price$10.90
Change-$0.68 (-5.87%)
VolumeN/A
Net Assets2.24B
WCM Small Cap Growth Investor
Price$14.42
Change+$0.82 (+6.03%)
VolumeN/A
Net Assets47.08M
PPNMX vs WCMNX Comparison Chart in %
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PPNMX vs. WCMNX 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
PPNMX has more cash in the bank: 2.24B vs. WCMNX (47.1M). PPNMX (0.00) and WCMNX (0.00) have matching dividends . PPNMX was incepted earlier than WCMNX: PPNMX (25 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than PPNMX (1.46). WCMNX is a more actively managed with annual turnover of: 83.00 vs. PPNMX (70.10). PPNMX has a lower initial minimum investment than WCMNX: PPNMX (0) vs WCMNX (1000). WCMNX annual gain was more profitable for investors over the last year : 8.34 vs. PPNMX (0.18). WCMNX return over 5 years is better than : -6.49 vs. PPNMX (-29.64).
| PPNMX | WCMNX | PPNMX / WCMNX | |
| Total Expense Ratio | 1.44 | 1.24 | 116% |
| Annual Report Gross Expense Ratio | 1.46 | 2.04 | 72% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 4.506 | 6.421 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | 8.34 | 2% |
| Returns for 3 years | 9.91 | 18.68 | 53% |
| Returns for 5 years | -29.64 | -6.49 | 457% |
| Returns for 10 years | 37.36 | N/A | - |
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