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PBSIX vs WCMLX
PBSIX vs WCMLX Comparison
Open Charts PBSIX vs WCMLX
Polen US Small Company Growth Instl
Price$15.77
Change+$0.23 (+1.48%)
VolumeN/A
Net Assets46.22M
WCM Small Cap Growth Institutional
Price$13.78
Change+$0.21 (+1.55%)
VolumeN/A
Net Assets42.34M
PBSIX vs WCMLX Comparison Chart
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PBSIX vs. WCMLX commentary
Feb 01, 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 StrongBuy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PBSIX has more cash in the bank: 46.2M vs. WCMLX (42.3M). 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. PBSIX annual gain was more profitable for investors over the last year : 12.40 vs. WCMLX (10.78). WCMLX return over 5 years is better than : 28.63 vs. PBSIX (25.56).
| 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 | 5.556 | 5.521 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.2M | 42.3M | 109% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 12.40 | 10.78 | 115% |
| Returns for 3 years | -9.47 | 10.33 | -92% |
| Returns for 5 years | 25.56 | 28.63 | 89% |
| Returns for 10 years | N/A | N/A | - |
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