PSIJX
Price
$8.40
Change
+$0.07 (+0.84%)
Updated
Jul 16 closing price
Net Assets
2.04B
WCMNX
Price
$12.74
Change
+$0.23 (+1.84%)
Updated
Jul 17 closing price
Net Assets
42.81M
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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$8.40
Change+$0.07 (+0.84%)
VolumeN/A
Net Assets2.04B
WCM Small Cap Growth Investor
Price$12.74
Change+$0.23 (+1.84%)
VolumeN/A
Net Assets42.81M
PSIJX vs WCMNX Comparison Chart in %
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PSIJX vs. WCMNX 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 WCMNX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PSIJX has more cash in the bank: 2.05B vs. WCMNX (42.8M). PSIJX pays higher dividends than WCMNX: PSIJX (0.81) 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 : -6.27 vs. PSIJX (-10.56). WCMNX return over 5 years is better than : 16.76 vs. PSIJX (-13.77).
PSIJXWCMNXPSIJX / WCMNX
Total Expense Ratio1.151.2493%
Annual Report Gross Expense Ratio1.172.0457%
Fund Existence24 years6 years-
Gain YTD0.726-2.285-32%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets2.05B42.8M4,778%
Annual Yield % from dividends0.810.00-
Returns for 1 year-10.56-6.27168%
Returns for 3 years17.1020.3984%
Returns for 5 years-13.7716.76-82%
Returns for 10 years-21.13N/A-
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