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PSMJX vs WCMJX
PSMJX vs WCMJX Comparison
Open Charts PSMJX vs WCMJX
Principal SmallCap Value II J
Price$11.43
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets1.13B
WCM SMID Quality Val Fd Investor
Price$11.45
Change-$0.07 (-0.61%)
VolumeN/A
Net Assets60.68M
PSMJX vs WCMJX Comparison Chart in %
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PSMJX vs. WCMJX 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 WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
PSMJX has more cash in the bank: 1.13B vs. WCMJX (60.7M). PSMJX pays higher dividends than WCMJX: PSMJX (1.07) 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 : -5.21 vs. WCMJX (-16.03). PSMJX (36.57) and WCMJX (35.21) have equivalent 5 years return.
| 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 | 4.566 | -2.207 | -207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -16.03 | 33% |
| Returns for 3 years | 7.07 | 17.67 | 40% |
| Returns for 5 years | 36.57 | 35.21 | 104% |
| Returns for 10 years | -2.86 | N/A | - |
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