Interact to see
Advertisement
Advertisement
PSIJX vs WCMLX
PSIJX vs WCMLX Comparison
Open Charts PSIJX vs WCMLX
Principal SmallCap Growth I J
Price$8.40
Change+$0.07 (+0.84%)
VolumeN/A
Net Assets2.04B
WCM Small Cap Growth Institutional
Price$12.70
Change+$0.12 (+0.95%)
VolumeN/A
Net Assets42.42M
PSIJX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PSIJX vs. WCMLX commentary
Jul 18, 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: 2.05B vs. WCMLX (42.4M). PSIJX pays higher dividends than WCMLX: PSIJX (0.81) 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 : -6.05 vs. PSIJX (-10.56). WCMLX return over 5 years is better than : 18.23 vs. PSIJX (-13.77).
| 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 | 0.726 | -2.177 | -33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.05B | 42.4M | 4,823% |
| Annual Yield % from dividends | 0.81 | 0.00 | - |
| Returns for 1 year | -10.56 | -6.05 | 175% |
| Returns for 3 years | 17.10 | 21.31 | 80% |
| Returns for 5 years | -13.77 | 18.23 | -76% |
| Returns for 10 years | -21.13 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement