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PSMJX vs WCMFX
PSMJX vs WCMFX Comparison
Open Charts PSMJX vs WCMFX
Principal SmallCap Value II J
Price$11.23
Change-$0.20 (-1.75%)
VolumeN/A
Net Assets1.11B
WCM SMID Quality Val Fd Institutional
Price$11.27
Change-$0.07 (-0.62%)
VolumeN/A
Net Assets21.83M
PSMJX vs WCMFX Comparison Chart in %
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PSMJX vs. WCMFX commentary
Oct 17, 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 PSMJX is a Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
PSMJX has more cash in the bank: 1.11B vs. WCMFX (21.8M). PSMJX pays higher dividends than WCMFX: PSMJX (1.08) vs WCMFX (0.00). PSMJX was incepted earlier than WCMFX: PSMJX (17 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than PSMJX (1.22). PSMJX is a more actively managed with annual turnover of: 73.90 vs. WCMFX (15.00). PSMJX has a lower initial minimum investment than WCMFX: PSMJX (1000) vs WCMFX (100000). PSMJX annual gain was more profitable for investors over the last year : -7.79 vs. WCMFX (-20.25). PSMJX return over 5 years is better than : 29.59 vs. WCMFX (23.66).
| PSMJX | WCMFX | PSMJX / WCMFX | |
| Total Expense Ratio | 1.20 | 0.90 | 133% |
| Annual Report Gross Expense Ratio | 1.22 | 1.45 | 84% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | 4.384 | -5.342 | -82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 21.8M | 5,096% |
| Annual Yield % from dividends | 1.08 | 0.00 | - |
| Returns for 1 year | -7.79 | -20.25 | 38% |
| Returns for 3 years | 8.67 | 18.12 | 48% |
| Returns for 5 years | 29.59 | 23.66 | 125% |
| Returns for 10 years | -4.19 | N/A | - |
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