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PSMJX vs WCMFX
PSMJX vs WCMFX Comparison
Open Charts PSMJX vs WCMFX
Principal SmallCap Value II J
Price$11.26
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets1.09B
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.79M
PSMJX vs WCMFX Comparison Chart in %
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PSMJX 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 PSMJX is a Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
PSMJX has more cash in the bank: 1.09B vs. WCMFX (21.8M). PSMJX pays higher dividends than WCMFX: PSMJX (1.08) vs WCMFX (0.00). PSMJX was incepted earlier than WCMFX: PSMJX (17 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than PSMJX (1.22). PSMJX is a more actively managed with annual turnover of: 73.90 vs. WCMFX (15.00). PSMJX has a lower initial minimum investment than WCMFX: PSMJX (1000) vs WCMFX (100000). PSMJX annual gain was more profitable for investors over the last year : -9.31 vs. WCMFX (-20.62). PSMJX return over 5 years is better than : 27.67 vs. WCMFX (23.45).
| PSMJX | WCMFX | PSMJX / WCMFX | |
| Total Expense Ratio | 1.20 | 0.90 | 133% |
| Annual Report Gross Expense Ratio | 1.22 | 1.45 | 84% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | 2.831 | -5.509 | -51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 21.8M | 5,005% |
| Annual Yield % from dividends | 1.08 | 0.00 | - |
| Returns for 1 year | -9.31 | -20.62 | 45% |
| Returns for 3 years | 5.78 | 16.46 | 35% |
| Returns for 5 years | 27.67 | 23.45 | 118% |
| Returns for 10 years | -5.99 | N/A | - |