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PMJIX vs WCMFX
PMJIX vs WCMFX Comparison
Open Charts PMJIX vs WCMFX
PIMCO RAE US Small Instl
Price$11.57
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets2.71B
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.79M
PMJIX vs WCMFX Comparison Chart in %
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PMJIX vs. WCMFX commentary
Oct 19, 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 PMJIX is a Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
PMJIX has more cash in the bank: 2.71B vs. WCMFX (21.8M). PMJIX pays higher dividends than WCMFX: PMJIX (0.85) vs WCMFX (0.00). PMJIX was incepted earlier than WCMFX: PMJIX (10 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than PMJIX (0.51). PMJIX is a more actively managed with annual turnover of: 59.00 vs. WCMFX (15.00). WCMFX has a lower initial minimum investment than PMJIX: WCMFX (100000) vs PMJIX (1000000). PMJIX annual gain was more profitable for investors over the last year : -0.24 vs. WCMFX (-20.62). PMJIX return over 5 years is better than : 26.28 vs. WCMFX (23.45).
| PMJIX | WCMFX | PMJIX / WCMFX | |
| Total Expense Ratio | 0.50 | 0.90 | 56% |
| Annual Report Gross Expense Ratio | 0.51 | 1.45 | 35% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 1.491 | -5.509 | -27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.71B | 21.8M | 12,422% |
| Annual Yield % from dividends | 0.85 | 0.00 | - |
| Returns for 1 year | -0.24 | -20.62 | 1% |
| Returns for 3 years | 40.83 | 16.46 | 248% |
| Returns for 5 years | 26.28 | 23.45 | 112% |
| Returns for 10 years | 39.98 | N/A | - |
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