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PSMJX vs WCMFX
PSMJX vs WCMFX Comparison
Open Charts PSMJX vs WCMFX
Principal SmallCap Value II J
Price$11.43
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets1.13B
WCM SMID Quality Val Fd Institutional
Price$11.67
Change-$0.07 (-0.60%)
VolumeN/A
Net Assets60.68M
PSMJX vs WCMFX Comparison Chart in %
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PSMJX vs. WCMFX commentary
Sep 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 PSMJX is a Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
PSMJX has more cash in the bank: 1.13B vs. WCMFX (60.7M). PSMJX pays higher dividends than WCMFX: PSMJX (1.07) 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 : -5.21 vs. WCMFX (-15.60). WCMFX (37.31) and PSMJX (36.57) have equivalent 5 years return.
| 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 | 4.566 | -2.003 | -228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 60.7M | 1,863% |
| Annual Yield % from dividends | 1.07 | 0.00 | - |
| Returns for 1 year | -5.21 | -15.60 | 33% |
| Returns for 3 years | 7.07 | 18.83 | 38% |
| Returns for 5 years | 36.57 | 37.31 | 98% |
| Returns for 10 years | -2.86 | N/A | - |
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