Ad is loading...
PBSIX vs WCMLX
PBSIX vs WCMLX Comparison
Open Charts PBSIX vs WCMLX
Polen US Small Company Growth Instl
Price$13.38
Change-$0.10 (-0.74%)
VolumeN/A
Net Assets34.57M
WCM Small Cap Growth Institutional
Price$11.74
Change-$0.06 (-0.51%)
VolumeN/A
Net Assets41.98M
PBSIX vs WCMLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PBSIX vs. WCMLX commentary
May 12, 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: 42M vs. PBSIX (34.6M). PBSIX (0.00) and WCMLX (0.00) have matching dividends . PBSIX was incepted earlier than WCMLX: PBSIX (8 years) vs WCMLX (6 years). WCMLX (1.86) is less costly to investors than PBSIX (1.33). WCMLX is a more actively managed with annual turnover of: 83.00 vs. PBSIX (37.00). PBSIX (100000) and WCMLX (100000) have matching initial minimum investment requirements. PBSIX annual gain was more profitable for investors over the last year : -3.46 vs. WCMLX (-6.97). WCMLX return over 5 years is better than : 22.04 vs. PBSIX (13.78).
| PBSIX | WCMLX | PBSIX / WCMLX | |
| Total Expense Ratio | 1.10 | 0.99 | 111% |
| Annual Report Gross Expense Ratio | 1.33 | 1.86 | 72% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | -10.442 | -8.709 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.6M | 42M | 82% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -3.46 | -6.97 | 50% |
| Returns for 3 years | 10.49 | 14.99 | 70% |
| Returns for 5 years | 13.78 | 22.04 | 63% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers