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PSMJX vs WCMJX
PSMJX vs WCMJX Comparison
Open Charts PSMJX vs WCMJX
Principal SmallCap Value II J
Price$11.13
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets1.07B
WCM SMID Quality Val Fd Investor
Price$3.17
Change-$0.01 (-0.31%)
VolumeN/A
Net Assets5.92M
PSMJX vs WCMJX Comparison Chart in %
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PSMJX vs. WCMJX commentary
Nov 20, 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: 1.07B vs. WCMJX (5.92M). 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 : -11.60 vs. WCMJX (-77.30). PSMJX return over 5 years is better than : 14.13 vs. WCMJX (-67.15).
| 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 | 1.826 | -73.005 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 5.92M | 18,062% |
| Annual Yield % from dividends | 1.08 | 0.00 | - |
| Returns for 1 year | -11.60 | -77.30 | 15% |
| Returns for 3 years | -2.42 | -68.88 | 4% |
| Returns for 5 years | 14.13 | -67.15 | -21% |
| Returns for 10 years | -7.21 | N/A | - |
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