Interact to see
Advertisement
Advertisement
PBSIX vs WCMNX
PBSIX vs WCMNX Comparison
Open Charts PBSIX vs WCMNX
Polen US Small Company Growth Instl
Price$13.69
Change-$0.35 (-2.49%)
VolumeN/A
Net Assets33.75M
WCM Small Cap Growth Investor
Price$11.80
Change-$0.22 (-1.83%)
VolumeN/A
Net Assets40.71M
PBSIX vs WCMNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PBSIX vs. WCMNX commentary
Jun 15, 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: 40.7M vs. PBSIX (33.7M). 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 (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 : 3.32 vs. WCMNX (-3.59). WCMNX return over 5 years is better than : 19.31 vs. PBSIX (6.45).
| 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 | -8.367 | -7.013 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.7M | 40.7M | 83% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 3.32 | -3.59 | -92% |
| Returns for 3 years | 14.95 | 23.69 | 63% |
| Returns for 5 years | 6.45 | 19.31 | 33% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PUREX | 20.23 | -0.17 | -0.83% |
| PGIM Global Real Estate R2 | |||
| RIGIX | 42.45 | -0.43 | -1.00% |
| American Funds Intl Gr and Inc R5E | |||
| LMGEX | 20.05 | -0.28 | -1.38% |
| Franklin International Equity C | |||
| NBGUX | 28.85 | -0.43 | -1.47% |
| Neuberger Berman Large Cap Growth Adv | |||
| APHNX | 16.67 | -0.25 | -1.48% |
| Artisan Select Equity Institutional | |||