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PMJIX vs WCMJX
PMJIX vs WCMJX Comparison
Open Charts PMJIX vs WCMJX
PIMCO RAE US Small Instl
Price$11.81
Change+$0.11 (+0.94%)
VolumeN/A
Net Assets2.71B
WCM SMID Quality Val Fd Investor
Price$11.28
Change+$0.10 (+0.89%)
VolumeN/A
Net Assets22.01M
PMJIX vs WCMJX Comparison Chart in %
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PMJIX vs. WCMJX commentary
Oct 09, 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 PMJIX is a Hold and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMJIX has more cash in the bank: 2.71B vs. WCMJX (22M). PMJIX pays higher dividends than WCMJX: PMJIX (0.85) vs WCMJX (0.00). PMJIX was incepted earlier than WCMJX: PMJIX (10 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than PMJIX (0.51). PMJIX is a more actively managed with annual turnover of: 62.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than PMJIX: WCMJX (1000) vs PMJIX (1000000). PMJIX annual gain was more profitable for investors over the last year : 4.36 vs. WCMJX (-18.93). PMJIX return over 5 years is better than : 27.31 vs. WCMJX (23.13).
| PMJIX | WCMJX | PMJIX / WCMJX | |
| Total Expense Ratio | 0.50 | 1.15 | 43% |
| Annual Report Gross Expense Ratio | 0.51 | 1.70 | 30% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 2.632 | -5.093 | -52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.71B | 22M | 12,309% |
| Annual Yield % from dividends | 0.85 | 0.00 | - |
| Returns for 1 year | 4.36 | -18.93 | -23% |
| Returns for 3 years | 48.87 | 18.94 | 258% |
| Returns for 5 years | 27.31 | 23.13 | 118% |
| Returns for 10 years | 41.85 | N/A | - |
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