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PBSIX vs WCMLX
PBSIX vs WCMLX Comparison
Open Charts PBSIX vs WCMLX
Polen US Small Company Growth Instl
Price$16.52
Change-$0.13 (-0.78%)
VolumeN/A
Net Assets29.35M
WCM Small Cap Growth Institutional
Price$13.61
Change-$0.11 (-0.80%)
VolumeN/A
Net Assets44.78M
PBSIX vs WCMLX Comparison Chart in %
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PBSIX vs. WCMLX commentary
Sep 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 PBSIX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 44.8M vs. PBSIX (29.3M). 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 : 19.27 vs. WCMLX (4.73). WCMLX return over 5 years is better than : 24.05 vs. PBSIX (18.34).
| 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 | 11.446 | 6.687 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.3M | 44.8M | 65% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 19.27 | 4.73 | 407% |
| Returns for 3 years | 44.78 | 41.59 | 108% |
| Returns for 5 years | 18.34 | 24.05 | 76% |
| Returns for 10 years | N/A | N/A | - |
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