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PSIJX vs WCMLX
PSIJX vs WCMLX Comparison
Open Charts PSIJX vs WCMLX
Principal SmallCap Growth I J
Price$8.79
Change+$0.08 (+0.92%)
VolumeN/A
Net Assets2.05B
WCM Small Cap Growth Institutional
Price$13.15
Change+$0.06 (+0.46%)
VolumeN/A
Net Assets41.26M
PSIJX vs WCMLX Comparison Chart in %
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PSIJX vs. WCMLX commentary
Nov 20, 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 Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
PSIJX has more cash in the bank: 2.05B vs. WCMLX (41.3M). PSIJX pays higher dividends than WCMLX: PSIJX (0.74) vs WCMLX (0.00). PSIJX was incepted earlier than WCMLX: PSIJX (25 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than PSIJX (1.17). WCMLX is a more actively managed with annual turnover of: 83.00 vs. PSIJX (61.20). 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 : -3.04 vs. PSIJX (-9.65). WCMLX return over 5 years is better than : -0.83 vs. PSIJX (-23.89).
| PSIJX | WCMLX | PSIJX / WCMLX | |
| Total Expense Ratio | 1.15 | 0.99 | 116% |
| Annual Report Gross Expense Ratio | 1.17 | 1.79 | 65% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 5.320 | 1.788 | 297% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.05B | 41.3M | 4,952% |
| Annual Yield % from dividends | 0.74 | 0.00 | - |
| Returns for 1 year | -9.65 | -3.04 | 318% |
| Returns for 3 years | 17.06 | 21.43 | 80% |
| Returns for 5 years | -23.89 | -0.83 | 2,866% |
| Returns for 10 years | -10.02 | N/A | - |