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PCSMX vs WCMLX
PCSMX vs WCMLX Comparison
Open Charts PCSMX vs WCMLX
Principal SmallCap Growth I R6
Price$16.42
Change-$0.12 (-0.73%)
VolumeN/A
Net Assets2.19B
WCM Small Cap Growth Institutional
Price$13.81
Change-$0.14 (-1.00%)
VolumeN/A
Net Assets44.33M
PCSMX vs WCMLX Comparison Chart in %
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PCSMX vs. WCMLX commentary
Oct 10, 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 PCSMX is a Buy and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
PCSMX has more cash in the bank: 2.19B vs. WCMLX (44.3M). PCSMX pays higher dividends than WCMLX: PCSMX (0.56) vs WCMLX (0.00). PCSMX was incepted earlier than WCMLX: PCSMX (11 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than PCSMX (0.90). WCMLX is a more actively managed with annual turnover of: 83.00 vs. PCSMX (61.20). PCSMX has a lower initial minimum investment than WCMLX: PCSMX (0) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : 5.84 vs. PCSMX (4.25). WCMLX return over 5 years is better than : 14.25 vs. PCSMX (0.84).
| PCSMX | WCMLX | PCSMX / WCMLX | |
| Total Expense Ratio | 0.87 | 0.99 | 88% |
| Annual Report Gross Expense Ratio | 0.90 | 1.79 | 50% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 11.007 | 8.476 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19B | 44.3M | 4,937% |
| Annual Yield % from dividends | 0.56 | 0.00 | - |
| Returns for 1 year | 4.25 | 5.84 | 73% |
| Returns for 3 years | 41.56 | 39.36 | 106% |
| Returns for 5 years | 0.84 | 14.25 | 6% |
| Returns for 10 years | 39.55 | N/A | - |
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