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PPNPX vs WCMLX
PPNPX vs WCMLX Comparison
Open Charts PPNPX vs WCMLX
Principal SmallCap Growth I R5
Price$13.79
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets2.23B
WCM Small Cap Growth Institutional
Price$14.08
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets44.65M
PPNPX vs WCMLX Comparison Chart in %
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PPNPX vs. WCMLX commentary
Dec 27, 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 PPNPX is a Buy and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
PPNPX has more cash in the bank: 2.23B vs. WCMLX (44.7M). PPNPX pays higher dividends than WCMLX: PPNPX (0.44) vs WCMLX (0.00). PPNPX was incepted earlier than WCMLX: PPNPX (25 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than PPNPX (1.15). WCMLX is a more actively managed with annual turnover of: 83.00 vs. PPNPX (61.20). PPNPX has a lower initial minimum investment than WCMLX: PPNPX (0) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : 8.14 vs. PPNPX (3.22). WCMLX return over 5 years is better than : -4.02 vs. PPNPX (-18.87).
| PPNPX | WCMLX | PPNPX / WCMLX | |
| Total Expense Ratio | 1.13 | 0.99 | 114% |
| Annual Report Gross Expense Ratio | 1.15 | 1.79 | 64% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 5.027 | 9.487 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.23B | 44.7M | 4,978% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | 3.22 | 8.14 | 40% |
| Returns for 3 years | 28.50 | 33.08 | 86% |
| Returns for 5 years | -18.87 | -4.02 | 469% |
| Returns for 10 years | 31.17 | N/A | - |
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