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PSIJX vs WCMLX
PSIJX vs WCMLX Comparison
Open Charts PSIJX vs WCMLX
Principal SmallCap Growth I J
Price$6.98
Change-$0.52 (-6.93%)
VolumeN/A
Net Assets1.9B
WCM Small Cap Growth Institutional
Price$10.81
Change-$0.86 (-7.37%)
VolumeN/A
Net Assets41.58M
PSIJX vs WCMLX Comparison Chart
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PSIJX vs. WCMLX commentary
Apr 04, 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: 1.9B vs. WCMLX (41.6M). 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 : -9.95 vs. PSIJX (-13.59). WCMLX return over 5 years is better than : 62.99 vs. PSIJX (15.75).
| 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 | -9.311 | -9.253 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 41.6M | 4,575% |
| Annual Yield % from dividends | 0.91 | 0.00 | - |
| Returns for 1 year | -13.59 | -9.95 | 136% |
| Returns for 3 years | -14.56 | -6.42 | 227% |
| Returns for 5 years | 15.75 | 62.99 | 25% |
| Returns for 10 years | -25.20 | N/A | - |
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