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PBSIX vs WCMLX
PBSIX vs WCMLX Comparison
Open Charts PBSIX vs WCMLX
Polen US Small Company Growth Instl
Price$16.41
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets36.68M
WCM Small Cap Growth Institutional
Price$13.09
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets41.13M
PBSIX vs WCMLX Comparison Chart in %
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PBSIX vs. WCMLX commentary
Nov 19, 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: 41.1M vs. PBSIX (36.7M). 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 (1.50). 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 : 8.09 vs. WCMLX (-2.18). PBSIX return over 5 years is better than : 3.53 vs. WCMLX (-0.99).
| PBSIX | WCMLX | PBSIX / WCMLX | |
| Total Expense Ratio | 1.10 | 0.99 | 111% |
| Annual Report Gross Expense Ratio | 1.50 | 1.79 | 84% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | 10.040 | 1.400 | 717% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.7M | 41.1M | 89% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 8.09 | -2.18 | -372% |
| Returns for 3 years | 30.58 | 20.96 | 146% |
| Returns for 5 years | 3.53 | -0.99 | -357% |
| Returns for 10 years | N/A | N/A | - |