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PBSIX vs WCMNX
PBSIX vs WCMNX Comparison
Open Charts PBSIX vs WCMNX
Polen US Small Company Growth Instl
Price$12.53
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets32.81M
WCM Small Cap Growth Investor
Price$10.67
Change+$0.10 (+0.95%)
VolumeN/A
Net Assets39.09M
PBSIX vs WCMNX Comparison Chart
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PBSIX vs. WCMNX commentary
Apr 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMNX has more cash in the bank: 39.1M vs. PBSIX (32.8M). PBSIX (0.00) and WCMNX (0.00) have matching dividends . PBSIX was incepted earlier than WCMNX: PBSIX (7 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than PBSIX (1.33). WCMNX is a more actively managed with annual turnover of: 48.00 vs. PBSIX (37.00). 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 : -5.51 vs. WCMNX (-11.67). WCMNX return over 5 years is better than : 22.93 vs. PBSIX (19.33).
| PBSIX | WCMNX | PBSIX / WCMNX | |
| Total Expense Ratio | 1.10 | 1.24 | 89% |
| Annual Report Gross Expense Ratio | 1.33 | 2.11 | 63% |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | -16.131 | -15.918 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.8M | 39.1M | 84% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -5.51 | -11.67 | 47% |
| Returns for 3 years | -13.94 | -7.86 | 177% |
| Returns for 5 years | 19.33 | 22.93 | 84% |
| Returns for 10 years | N/A | N/A | - |
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