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PCSMX vs WCMLX
PCSMX vs WCMLX Comparison
Open Charts PCSMX vs WCMLX
Principal SmallCap Growth I R6
Price$15.04
Change+$0.06 (+0.40%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$12.95
Change+$0.08 (+0.62%)
VolumeN/A
CapitalizationN/A
PCSMX vs WCMLX Comparison Chart
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PCSMX vs. WCMLX commentary
Dec 23, 2024
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 Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCSMX has more cash in the bank: 2.17B vs. WCMLX (40.5M). PCSMX (0.00) and WCMLX (0.00) have matching dividends . PCSMX was incepted earlier than WCMLX: PCSMX (10 years) vs WCMLX (5 years). PCSMX (50.30) and WCMLX (48.00) have comparable annual turnover. 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 : 7.98 vs. WCMLX (5.89). WCMLX return over 5 years is better than : 23.80 vs. PCSMX (11.80).
| PCSMX | WCMLX | PCSMX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | 6.984 | 5.028 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.17B | 40.5M | 5,363% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 7.98 | 5.89 | 135% |
| Returns for 3 years | -9.19 | -5.06 | 182% |
| Returns for 5 years | 11.80 | 23.80 | 50% |
| Returns for 10 years | 27.75 | N/A | - |
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