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PBSIX vs WCMLX
PBSIX vs WCMLX Comparison
Open Charts PBSIX vs WCMLX
Polen US Small Company Growth Instl
Price$16.05
Change+$0.22 (+1.39%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$13.92
Change+$0.19 (+1.38%)
VolumeN/A
CapitalizationN/A
PBSIX vs WCMLX Comparison Chart
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PBSIX vs. WCMLX commentary
Nov 23, 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 Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PBSIX has more cash in the bank: 50.1M vs. WCMLX (41.9M). 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 : 24.29 vs. PBSIX (21.21). WCMLX return over 5 years is better than : 36.20 vs. PBSIX (31.92).
| 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 | 9.931 | 12.895 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.1M | 41.9M | 120% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 21.21 | 24.29 | 87% |
| Returns for 3 years | -29.20 | -9.61 | 304% |
| Returns for 5 years | 31.92 | 36.20 | 88% |
| Returns for 10 years | N/A | N/A | - |
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