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PBSIX vs WCMNX
PBSIX vs WCMNX Comparison
Open Charts PBSIX vs WCMNX
Polen US Small Company Growth Instl
Price$15.06
Change-$0.14 (-0.92%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$12.77
Change-$0.16 (-1.24%)
VolumeN/A
CapitalizationN/A
PBSIX vs WCMNX Comparison Chart
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PBSIX vs. WCMNX commentary
Dec 28, 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 Hold and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PBSIX has more cash in the bank: 46.5M vs. WCMNX (41M). 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 (3.48) and PBSIX (3.36) have marching annual gain over last year. PBSIX (22.34) and WCMNX (21.73) have equivalent 5 years return.
| 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 | 4.583 | 4.672 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.5M | 41M | 113% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 3.36 | 3.48 | 97% |
| Returns for 3 years | -27.11 | -7.13 | 380% |
| Returns for 5 years | 22.34 | 21.73 | 103% |
| Returns for 10 years | N/A | N/A | - |
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