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PCSMX vs WCMLX
PCSMX vs WCMLX Comparison
Open Charts PCSMX vs WCMLX
Principal SmallCap Growth I R6
Price$12.72
Change+$0.27 (+2.17%)
VolumeN/A
Net Assets1.74B
WCM Small Cap Growth Institutional
Price$11.01
Change+$0.22 (+2.04%)
VolumeN/A
Net Assets38.54M
PCSMX vs WCMLX Comparison Chart
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PCSMX vs. WCMLX commentary
Apr 24, 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: 1.74B vs. WCMLX (38.5M). PCSMX pays higher dividends than WCMLX: PCSMX (0.68) vs WCMLX (0.00). PCSMX was incepted earlier than WCMLX: PCSMX (10 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than PCSMX (0.89). PCSMX is a more actively managed with annual turnover of: 61.20 vs. WCMLX (48.00). 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 : -12.18 vs. WCMLX (-12.84). WCMLX return over 5 years is better than : 22.89 vs. PCSMX (6.83).
| PCSMX | WCMLX | PCSMX / WCMLX | |
| Total Expense Ratio | 0.87 | 0.99 | 88% |
| Annual Report Gross Expense Ratio | 0.89 | 1.86 | 48% |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | -16.443 | -16.096 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 38.5M | 4,514% |
| Annual Yield % from dividends | 0.68 | 0.00 | - |
| Returns for 1 year | -12.18 | -12.84 | 95% |
| Returns for 3 years | -7.65 | -5.68 | 135% |
| Returns for 5 years | 6.83 | 22.89 | 30% |
| Returns for 10 years | -3.08 | N/A | - |
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