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PSIJX vs WCMNX
PSIJX vs WCMNX Comparison
Open Charts PSIJX vs WCMNX
Principal SmallCap Growth I J
Price$6.98
Change-$0.52 (-6.93%)
VolumeN/A
Net Assets1.9B
WCM Small Cap Growth Investor
Price$10.66
Change-$0.85 (-7.38%)
VolumeN/A
Net Assets41.58M
PSIJX vs WCMNX Comparison Chart
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PSIJX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PSIJX has more cash in the bank: 1.9B vs. WCMNX (41.6M). PSIJX pays higher dividends than WCMNX: PSIJX (0.91) vs WCMNX (0.00). PSIJX was incepted earlier than WCMNX: PSIJX (24 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than PSIJX (1.21). PSIJX is a more actively managed with annual turnover of: 61.20 vs. WCMNX (48.00). PSIJX (1000) and WCMNX (1000) have matching initial minimum investment requirements. WCMNX annual gain was more profitable for investors over the last year : -10.22 vs. PSIJX (-13.59). WCMNX return over 5 years is better than : 60.98 vs. PSIJX (15.75).
| PSIJX | WCMNX | PSIJX / WCMNX | |
| Total Expense Ratio | 1.19 | 1.24 | 96% |
| Annual Report Gross Expense Ratio | 1.21 | 2.11 | 57% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | -9.311 | -9.299 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -10.22 | 133% |
| Returns for 3 years | -14.56 | -7.10 | 205% |
| Returns for 5 years | 15.75 | 60.98 | 26% |
| Returns for 10 years | -25.20 | N/A | - |
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