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PSIJX vs WCMLX
PSIJX vs WCMLX Comparison
Open Charts PSIJX vs WCMLX
Principal SmallCap Growth I J
Price$7.23
Change+$0.18 (+2.55%)
VolumeN/A
Net Assets1.77B
WCM Small Cap Growth Institutional
Price$11.28
Change+$0.27 (+2.45%)
VolumeN/A
Net Assets39.35M
PSIJX vs WCMLX Comparison Chart
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PSIJX vs. WCMLX commentary
Apr 25, 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 PSIJX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PSIJX has more cash in the bank: 1.77B vs. WCMLX (39.3M). PSIJX pays higher dividends than WCMLX: PSIJX (0.91) vs WCMLX (0.00). PSIJX was incepted earlier than WCMLX: PSIJX (24 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than PSIJX (1.21). PSIJX is a more actively managed with annual turnover of: 61.20 vs. WCMLX (48.00). PSIJX has a lower initial minimum investment than WCMLX: PSIJX (1000) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : -10.85 vs. PSIJX (-14.88). WCMLX return over 5 years is better than : 25.40 vs. PSIJX (-9.12).
| PSIJX | WCMLX | PSIJX / WCMLX | |
| Total Expense Ratio | 1.19 | 0.99 | 120% |
| Annual Report Gross Expense Ratio | 1.21 | 1.86 | 65% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | -14.752 | -14.386 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.77B | 39.3M | 4,514% |
| Annual Yield % from dividends | 0.91 | 0.00 | - |
| Returns for 1 year | -14.88 | -10.85 | 137% |
| Returns for 3 years | -13.22 | -5.33 | 248% |
| Returns for 5 years | -9.12 | 25.40 | -36% |
| Returns for 10 years | -29.83 | N/A | - |
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