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PBSIX vs WCMLX
PBSIX vs WCMLX Comparison
Open Charts PBSIX vs WCMLX
Polen US Small Company Growth Instl
Price$15.06
Change-$0.14 (-0.92%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$12.94
Change-$0.16 (-1.22%)
VolumeN/A
CapitalizationN/A
PBSIX vs WCMLX Comparison Chart
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PBSIX vs. WCMLX commentary
Dec 28, 2024
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 Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PBSIX has more cash in the bank: 46.5M vs. WCMLX (41M). PBSIX (0.00) and WCMLX (0.00) have matching dividends . PBSIX was incepted earlier than WCMLX: PBSIX (7 years) vs WCMLX (5 years). WCMLX is a more actively managed with annual turnover of: 48.00 vs. PBSIX (45.00). PBSIX (100000) and WCMLX (100000) have matching initial minimum investment requirements. WCMLX annual gain was more profitable for investors over the last year : 3.77 vs. PBSIX (3.36). WCMLX (23.36) and PBSIX (22.34) have equivalent 5 years return.
| PBSIX | WCMLX | PBSIX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | 4.583 | 4.947 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.5M | 41M | 113% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 3.36 | 3.77 | 89% |
| Returns for 3 years | -27.11 | -6.44 | 421% |
| Returns for 5 years | 22.34 | 23.36 | 96% |
| Returns for 10 years | N/A | N/A | - |
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