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PSMJX vs WCMJX
PSMJX vs WCMJX Comparison
Open Charts PSMJX vs WCMJX
Principal SmallCap Value II J
Price$11.23
Change-$0.20 (-1.75%)
VolumeN/A
Net Assets1.11B
WCM SMID Quality Val Fd Investor
Price$11.05
Change-$0.07 (-0.63%)
VolumeN/A
Net Assets21.83M
PSMJX vs WCMJX Comparison Chart in %
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PSMJX vs. WCMJX 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 WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
PSMJX has more cash in the bank: 1.11B vs. WCMJX (21.8M). PSMJX pays higher dividends than WCMJX: PSMJX (1.08) vs WCMJX (0.00). PSMJX was incepted earlier than WCMJX: PSMJX (17 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than PSMJX (1.22). PSMJX is a more actively managed with annual turnover of: 73.90 vs. WCMJX (15.00). PSMJX (1000) and WCMJX (1000) have matching initial minimum investment requirements. PSMJX annual gain was more profitable for investors over the last year : -7.79 vs. WCMJX (-20.68). PSMJX return over 5 years is better than : 29.59 vs. WCMJX (21.66).
| PSMJX | WCMJX | PSMJX / WCMJX | |
| Total Expense Ratio | 1.20 | 1.15 | 104% |
| Annual Report Gross Expense Ratio | 1.22 | 1.70 | 72% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | 4.384 | -5.603 | -78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -20.68 | 38% |
| Returns for 3 years | 8.67 | 16.93 | 51% |
| Returns for 5 years | 29.59 | 21.66 | 137% |
| Returns for 10 years | -4.19 | N/A | - |
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