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PCSMX vs WCMLX
PCSMX vs WCMLX Comparison
Open Charts PCSMX vs WCMLX
Principal SmallCap Growth I R6
Price$15.89
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets2.23B
WCM Small Cap Growth Institutional
Price$14.08
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets44.65M
PCSMX vs WCMLX Comparison Chart in %
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PCSMX vs. WCMLX commentary
Dec 26, 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 PCSMX is a Buy and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
PCSMX has more cash in the bank: 2.23B vs. WCMLX (44.7M). PCSMX pays higher dividends than WCMLX: PCSMX (0.54) vs WCMLX (0.00). PCSMX was incepted earlier than WCMLX: PCSMX (11 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than PCSMX (0.90). WCMLX is a more actively managed with annual turnover of: 83.00 vs. PCSMX (61.20). PCSMX has a lower initial minimum investment than WCMLX: PCSMX (0) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : 8.14 vs. PCSMX (4.82). WCMLX return over 5 years is better than : -4.02 vs. PCSMX (-14.65).
| PCSMX | WCMLX | PCSMX / WCMLX | |
| Total Expense Ratio | 0.87 | 0.99 | 88% |
| Annual Report Gross Expense Ratio | 0.90 | 1.79 | 50% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 6.644 | 9.487 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.23B | 44.7M | 4,978% |
| Annual Yield % from dividends | 0.54 | 0.00 | - |
| Returns for 1 year | 4.82 | 8.14 | 59% |
| Returns for 3 years | 32.40 | 33.08 | 98% |
| Returns for 5 years | -14.65 | -4.02 | 364% |
| Returns for 10 years | 43.83 | N/A | - |
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