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PBSIX vs WCMNX
PBSIX vs WCMNX Comparison
Open Charts PBSIX vs WCMNX
Polen US Small Company Growth Instl
Price$14.96
Change+$0.25 (+1.70%)
VolumeN/A
Net Assets33.44M
WCM Small Cap Growth Investor
Price$12.92
Change+$0.15 (+1.17%)
VolumeN/A
Net Assets44.18M
PBSIX vs WCMNX Comparison Chart in %
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PBSIX vs. WCMNX commentary
Jul 27, 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 Buy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMNX has more cash in the bank: 44.2M vs. PBSIX (33.4M). PBSIX (0.00) and WCMNX (0.00) have matching dividends . PBSIX was incepted earlier than WCMNX: PBSIX (8 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than PBSIX (1.33). WCMNX is a more actively managed with annual turnover of: 83.00 vs. PBSIX (54.00). 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 : 4.25 vs. WCMNX (1.17). WCMNX return over 5 years is better than : 22.93 vs. PBSIX (5.20).
| PBSIX | WCMNX | PBSIX / WCMNX | |
| Total Expense Ratio | 1.10 | 1.24 | 89% |
| Annual Report Gross Expense Ratio | 1.33 | 2.04 | 65% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | 0.134 | 1.812 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.4M | 44.2M | 76% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 4.25 | 1.17 | 362% |
| Returns for 3 years | 21.04 | 22.58 | 93% |
| Returns for 5 years | 5.20 | 22.93 | 23% |
| Returns for 10 years | N/A | N/A | - |
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