Interact to see
Advertisement
Advertisement
PPNPX vs WCMLX
PPNPX vs WCMLX Comparison
Open Charts PPNPX vs WCMLX
Principal SmallCap Growth I R5
Price$14.39
Change+$0.19 (+1.34%)
VolumeN/A
Net Assets2.27B
WCM Small Cap Growth Institutional
Price$15.07
Change+$0.27 (+1.82%)
VolumeN/A
Net Assets47.96M
PPNPX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PPNPX vs. WCMLX commentary
Jan 16, 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 PPNPX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
PPNPX has more cash in the bank: 2.28B vs. WCMLX (48M). PPNPX (0.00) and WCMLX (0.00) have matching dividends . 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 : 13.22 vs. PPNPX (6.91). WCMLX return over 5 years is better than : -0.66 vs. PPNPX (-18.21).
| 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 | 7.710 | 9.520 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.28B | 48M | 4,740% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.91 | 13.22 | 52% |
| Returns for 3 years | 25.16 | 31.85 | 79% |
| Returns for 5 years | -18.21 | -0.66 | 2,763% |
| Returns for 10 years | 58.12 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement