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PSMVX vs WCMJX
PSMVX vs WCMJX Comparison
Open Charts PSMVX vs WCMJX
Principal SmallCap Value II R6
Price$11.71
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets1.07B
WCM SMID Quality Val Fd Investor
Price$3.17
Change-$0.01 (-0.31%)
VolumeN/A
Net Assets5.92M
PSMVX vs WCMJX Comparison Chart in %
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PSMVX 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 PSMVX is a Hold and WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
PSMVX has more cash in the bank: 1.07B vs. WCMJX (5.92M). PSMVX pays higher dividends than WCMJX: PSMVX (1.26) vs WCMJX (0.00). PSMVX was incepted earlier than WCMJX: PSMVX (11 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than PSMVX (0.91). PSMVX is a more actively managed with annual turnover of: 73.90 vs. WCMJX (15.00). PSMVX has a lower initial minimum investment than WCMJX: PSMVX (0) vs WCMJX (1000). PSMVX annual gain was more profitable for investors over the last year : -10.93 vs. WCMJX (-77.30). PSMVX return over 5 years is better than : 17.50 vs. WCMJX (-67.15).
| PSMVX | WCMJX | PSMVX / WCMJX | |
| Total Expense Ratio | 0.88 | 1.15 | 77% |
| Annual Report Gross Expense Ratio | 0.91 | 1.70 | 54% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 2.089 | -73.005 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 5.92M | 18,062% |
| Annual Yield % from dividends | 1.26 | 0.00 | - |
| Returns for 1 year | -10.93 | -77.30 | 14% |
| Returns for 3 years | -0.70 | -68.88 | 1% |
| Returns for 5 years | 17.50 | -67.15 | -26% |
| Returns for 10 years | -1.00 | N/A | - |
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