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PBSIX vs WCMNX
PBSIX vs WCMNX Comparison
Open Charts PBSIX vs WCMNX
Polen US Small Company Growth Instl
Price$13.38
Change-$0.10 (-0.74%)
VolumeN/A
Net Assets34.57M
WCM Small Cap Growth Investor
Price$11.58
Change-$0.06 (-0.52%)
VolumeN/A
Net Assets41.98M
PBSIX vs WCMNX Comparison Chart
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PBSIX vs. WCMNX commentary
May 12, 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: 42M vs. PBSIX (34.6M). PBSIX (0.00) and WCMNX (0.00) have matching dividends . PBSIX was incepted earlier than WCMNX: PBSIX (8 years) vs WCMNX (6 years). WCMNX (2.11) is less costly to investors than PBSIX (1.33). WCMNX is a more actively managed with annual turnover of: 83.00 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 : -3.46 vs. WCMNX (-7.21). WCMNX return over 5 years is better than : 20.50 vs. PBSIX (13.78).
| PBSIX | WCMNX | PBSIX / WCMNX | |
| Total Expense Ratio | 1.10 | 1.24 | 89% |
| Annual Report Gross Expense Ratio | 1.33 | 2.11 | 63% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | -10.442 | -8.747 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.6M | 42M | 82% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -3.46 | -7.21 | 48% |
| Returns for 3 years | 10.49 | 14.20 | 74% |
| Returns for 5 years | 13.78 | 20.50 | 67% |
| Returns for 10 years | N/A | N/A | - |
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