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PBSIX vs WCMNX
PBSIX vs WCMNX Comparison
Open Charts PBSIX vs WCMNX
Polen US Small Company Growth Instl
Price$14.06
Change-$0.10 (-0.71%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$13.09
Change-$0.09 (-0.68%)
VolumeN/A
CapitalizationN/A
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PBSIX vs WCMNX Comparison Chart
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PBSIX vs. WCMNX commentary
Sep 21, 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 StrongBuy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PBSIX has more cash in the bank: 50.8M vs. WCMNX (41.5M). 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). WCMNX annual gain was more profitable for investors over the last year : 19.11 vs. PBSIX (9.76).
| 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 | -2.361 | 7.295 | -32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.8M | 41.5M | 122% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 9.76 | 19.11 | 51% |
| Returns for 3 years | -36.12 | -14.56 | 248% |
| Returns for 5 years | 16.10 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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