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PCSMX vs WCMLX
PCSMX vs WCMLX Comparison
Open Charts PCSMX vs WCMLX
Principal SmallCap Growth I R6
Price$13.52
Change+$0.28 (+2.11%)
VolumeN/A
Net Assets1.86B
WCM Small Cap Growth Institutional
Price$10.81
Change-$0.86 (-7.37%)
VolumeN/A
Net Assets41.58M
PCSMX vs WCMLX Comparison Chart
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PCSMX vs. WCMLX commentary
Apr 04, 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: 1.86B vs. WCMLX (41.6M). 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 : -10.08 vs. WCMLX (-11.40). WCMLX return over 5 years is better than : 59.64 vs. PCSMX (36.12).
| 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 | -11.141 | -11.120 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.86B | 41.6M | 4,481% |
| Annual Yield % from dividends | 0.68 | 0.00 | - |
| Returns for 1 year | -10.08 | -11.40 | 88% |
| Returns for 3 years | -9.83 | -7.82 | 126% |
| Returns for 5 years | 36.12 | 59.64 | 61% |
| Returns for 10 years | 5.26 | N/A | - |