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PCSMX vs WCMLX
PCSMX vs WCMLX Comparison
Open Charts PCSMX vs WCMLX
Principal SmallCap Growth I R6
Price$15.06
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets2.06B
WCM Small Cap Growth Institutional
Price$12.45
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets42.01M
PCSMX vs WCMLX Comparison Chart in %
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PCSMX vs. WCMLX commentary
Jun 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
PCSMX has more cash in the bank: 2.06B vs. WCMLX (42M). PCSMX pays higher dividends than WCMLX: PCSMX (0.64) 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). PCSMX annual gain was more profitable for investors over the last year : 2.42 vs. WCMLX (-0.16). WCMLX return over 5 years is better than : 23.88 vs. PCSMX (10.66).
| 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 | 0.940 | -3.577 | -26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 42M | 4,902% |
| Annual Yield % from dividends | 0.64 | 0.00 | - |
| Returns for 1 year | 2.42 | -0.16 | -1,505% |
| Returns for 3 years | 25.52 | 22.41 | 114% |
| Returns for 5 years | 10.66 | 23.88 | 45% |
| Returns for 10 years | 15.38 | N/A | - |
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