PSIJX
Price
$8.21
Change
-$0.06 (-0.73%)
Updated
Jun 25 closing price
Net Assets
2.04B
WCMNX
Price
$12.07
Change
-$0.15 (-1.23%)
Updated
Jun 25 closing price
Net Assets
42.06M
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PSIJX vs WCMNX

Header iconPSIJX vs WCMNX Comparison
Open Charts PSIJX vs WCMNXBanner chart's image
Principal SmallCap Growth I J
Price$8.21
Change-$0.06 (-0.73%)
VolumeN/A
Net Assets2.04B
WCM Small Cap Growth Investor
Price$12.07
Change-$0.15 (-1.23%)
VolumeN/A
Net Assets42.06M
PSIJX vs WCMNX Comparison Chart in %
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PSIJX vs. WCMNX commentary
Jun 27, 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.

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FUNDAMENTALS
Fundamentals
PSIJX has more cash in the bank: 2.04B vs. WCMNX (42.1M). PSIJX pays higher dividends than WCMNX: PSIJX (0.86) vs WCMNX (0.00). PSIJX was incepted earlier than WCMNX: PSIJX (24 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than PSIJX (1.17). WCMNX is a more actively managed with annual turnover of: 83.00 vs. PSIJX (61.20). PSIJX (1000) and WCMNX (1000) have matching initial minimum investment requirements. WCMNX annual gain was more profitable for investors over the last year : 0.33 vs. PSIJX (-3.17). WCMNX return over 5 years is better than : 22.32 vs. PSIJX (-8.58).
PSIJXWCMNXPSIJX / WCMNX
Total Expense Ratio1.151.2493%
Annual Report Gross Expense Ratio1.172.0457%
Fund Existence24 years6 years-
Gain YTD0.000-3.704-
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets2.04B42.1M4,855%
Annual Yield % from dividends0.860.00-
Returns for 1 year-3.170.33-964%
Returns for 3 years13.5716.9480%
Returns for 5 years-8.5822.32-38%
Returns for 10 years-21.18N/A-
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