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PPNMX vs WCMNX
PPNMX vs WCMNX Comparison
Open Charts PPNMX vs WCMNX
Principal SmallCap Growth I R3
Price$11.27
Change-$0.46 (-3.92%)
VolumeN/A
Net Assets2.16B
WCM Small Cap Growth Investor
Price$13.05
Change-$0.44 (-3.26%)
VolumeN/A
Net Assets41.88M
PPNMX vs WCMNX Comparison Chart in %
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PPNMX vs. WCMNX 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
PPNMX has more cash in the bank: 2.16B vs. WCMNX (41.9M). PPNMX pays higher dividends than WCMNX: PPNMX (0.35) vs WCMNX (0.00). 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 (61.20). 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 : -3.16 vs. PPNMX (-8.20). WCMNX return over 5 years is better than : 3.45 vs. PPNMX (-15.84).
| 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 | 6.825 | 6.304 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | -8.20 | -3.16 | 260% |
| Returns for 3 years | 20.03 | 22.08 | 91% |
| Returns for 5 years | -15.84 | 3.45 | -459% |
| Returns for 10 years | 6.38 | N/A | - |
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