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PSIJX vs WCMLX
PSIJX vs WCMLX Comparison
Open Charts PSIJX vs WCMLX
Principal SmallCap Growth I J
Price$8.32
Change-$0.05 (-0.60%)
VolumeN/A
Net Assets2.02B
WCM Small Cap Growth Institutional
Price$12.84
Change-$0.08 (-0.62%)
VolumeN/A
Net Assets43.03M
PSIJX vs WCMLX Comparison Chart in %
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PSIJX vs. WCMLX commentary
Aug 10, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
PSIJX has more cash in the bank: 2.02B vs. WCMLX (43M). PSIJX pays higher dividends than WCMLX: PSIJX (0.80) vs WCMLX (0.00). PSIJX was incepted earlier than WCMLX: PSIJX (24 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 : 3.46 vs. PSIJX (-3.25). WCMLX return over 5 years is better than : 14.44 vs. PSIJX (-18.63).
| PSIJX | WCMLX | PSIJX / WCMLX | |
| Total Expense Ratio | 1.15 | 0.99 | 116% |
| Annual Report Gross Expense Ratio | 1.17 | 1.79 | 65% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 0.605 | -0.156 | -389% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.02B | 43M | 4,700% |
| Annual Yield % from dividends | 0.80 | 0.00 | - |
| Returns for 1 year | -3.25 | 3.46 | -94% |
| Returns for 3 years | 7.39 | 12.83 | 58% |
| Returns for 5 years | -18.63 | 14.44 | -129% |
| Returns for 10 years | -17.99 | N/A | - |
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