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PBSIX vs WCMLX
PBSIX vs WCMLX Comparison
Open Charts PBSIX vs WCMLX
Polen US Small Company Growth Instl
Price$13.50
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets38.16M
WCM Small Cap Growth Institutional
Price$11.43
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets40.78M
PBSIX vs WCMLX Comparison Chart
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PBSIX vs. WCMLX commentary
Mar 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 Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 40.8M vs. PBSIX (38.2M). PBSIX (0.00) and WCMLX (0.00) have matching dividends . PBSIX was incepted earlier than WCMLX: PBSIX (7 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than PBSIX (1.33). WCMLX is a more actively managed with annual turnover of: 48.00 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 : -5.40 vs. WCMLX (-12.77). WCMLX return over 5 years is better than : 50.93 vs. PBSIX (41.70).
| PBSIX | WCMLX | PBSIX / WCMLX | |
| Total Expense Ratio | 1.10 | 0.99 | 111% |
| Annual Report Gross Expense Ratio | 1.33 | 1.86 | 72% |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | -9.705 | -11.275 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.2M | 40.8M | 94% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -5.40 | -12.77 | 42% |
| Returns for 3 years | -8.42 | -0.26 | 3,210% |
| Returns for 5 years | 41.70 | 50.93 | 82% |
| Returns for 10 years | N/A | N/A | - |
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