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PBSIX vs WCMLX
PBSIX vs WCMLX Comparison
Open Charts PBSIX vs WCMLX
Polen US Small Company Growth Instl
Price$14.96
Change+$0.25 (+1.70%)
VolumeN/A
Net Assets33.44M
WCM Small Cap Growth Institutional
Price$13.10
Change+$0.15 (+1.16%)
VolumeN/A
Net Assets43.68M
PBSIX vs WCMLX Comparison Chart in %
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PBSIX vs. WCMLX commentary
Jul 27, 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 PBSIX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 43.7M vs. PBSIX (33.4M). PBSIX (0.00) and WCMLX (0.00) have matching dividends . PBSIX was incepted earlier than WCMLX: PBSIX (8 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than PBSIX (1.33). WCMLX is a more actively managed with annual turnover of: 83.00 vs. PBSIX (54.00). PBSIX (100000) and WCMLX (100000) have matching initial minimum investment requirements. PBSIX annual gain was more profitable for investors over the last year : 4.25 vs. WCMLX (0.23). WCMLX return over 5 years is better than : 22.98 vs. PBSIX (5.20).
| PBSIX | WCMLX | PBSIX / WCMLX | |
| Total Expense Ratio | 1.10 | 0.99 | 111% |
| Annual Report Gross Expense Ratio | 1.33 | 1.79 | 74% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | 0.134 | 0.700 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.4M | 43.7M | 76% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 4.25 | 0.23 | 1,831% |
| Returns for 3 years | 21.04 | 21.94 | 96% |
| Returns for 5 years | 5.20 | 22.98 | 23% |
| Returns for 10 years | N/A | N/A | - |
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