PBSRX
Price
$15.77
Change
+$0.27 (+1.74%)
Updated
Sep 4 closing price
Net Assets
28.15M
WCMLX
Price
$13.58
Change
+$0.21 (+1.57%)
Updated
Sep 4 closing price
Net Assets
44.98M
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PBSRX vs WCMLX

Header iconPBSRX vs WCMLX Comparison
Open Charts PBSRX vs WCMLXBanner chart's image
Polen US Small Company Growth Investor
Price$15.77
Change+$0.27 (+1.74%)
VolumeN/A
Net Assets28.15M
WCM Small Cap Growth Institutional
Price$13.58
Change+$0.21 (+1.57%)
VolumeN/A
Net Assets44.98M
PBSRX vs WCMLX Comparison Chart in %
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PBSRX vs. WCMLX commentary
Sep 08, 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 PBSRX is a Hold and WCMLX is a Buy.

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FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 45M vs. PBSRX (28.1M). PBSRX (0.00) and WCMLX (0.00) have matching dividends . PBSRX was incepted earlier than WCMLX: PBSRX (7 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than PBSRX (1.59). WCMLX is a more actively managed with annual turnover of: 83.00 vs. PBSRX (54.00). PBSRX has a lower initial minimum investment than WCMLX: PBSRX (3000) vs WCMLX (100000). PBSRX annual gain was more profitable for investors over the last year : 16.70 vs. WCMLX (7.61). WCMLX return over 5 years is better than : 22.08 vs. PBSRX (8.97).
PBSRXWCMLXPBSRX / WCMLX
Total Expense Ratio1.350.99136%
Annual Report Gross Expense Ratio1.591.7989%
Fund Existence7 years6 years-
Gain YTD7.2696.610110%
Front LoadN/AN/A-
Min. Initial Investment30001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets28.1M45M62%
Annual Yield % from dividends0.000.00-
Returns for 1 year16.707.61219%
Returns for 3 years28.6929.4697%
Returns for 5 years8.9722.0841%
Returns for 10 yearsN/AN/A-
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