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PBSIX vs WCMNX
PBSIX vs WCMNX Comparison
Open Charts PBSIX vs WCMNX
Polen US Small Company Growth Instl
Price$15.77
Change+$0.23 (+1.48%)
VolumeN/A
Net Assets46.22M
WCM Small Cap Growth Investor
Price$13.60
Change+$0.21 (+1.57%)
VolumeN/A
Net Assets42.34M
PBSIX vs WCMNX Comparison Chart
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PBSIX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PBSIX has more cash in the bank: 46.2M vs. WCMNX (42.3M). PBSIX (0.00) and WCMNX (0.00) have matching dividends . PBSIX was incepted earlier than WCMNX: PBSIX (7 years) vs WCMNX (5 years). WCMNX is a more actively managed with annual turnover of: 48.00 vs. PBSIX (45.00). WCMNX has a lower initial minimum investment than PBSIX: WCMNX (1000) vs PBSIX (100000). PBSIX annual gain was more profitable for investors over the last year : 12.40 vs. WCMNX (10.48). WCMNX return over 5 years is better than : 27.04 vs. PBSIX (25.56).
| PBSIX | WCMNX | PBSIX / WCMNX | |
| 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 | 5.516 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| 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 | 10.48 | 118% |
| Returns for 3 years | -9.47 | 9.48 | -100% |
| Returns for 5 years | 25.56 | 27.04 | 95% |
| Returns for 10 years | N/A | N/A | - |
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