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PBSRX vs WCMLX
PBSRX vs WCMLX Comparison
Open Charts PBSRX vs WCMLX
Polen US Small Company Growth Investor
Price$14.72
Change+$0.25 (+1.73%)
VolumeN/A
Net Assets32.86M
WCM Small Cap Growth Institutional
Price$13.10
Change+$0.15 (+1.16%)
VolumeN/A
Net Assets43.68M
PBSRX vs WCMLX Comparison Chart in %
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PBSRX vs. WCMLX commentary
Jul 26, 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 Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 43.7M vs. PBSRX (32.9M). PBSRX (0.00) and WCMLX (0.00) have matching dividends . PBSRX was incepted earlier than WCMLX: PBSRX (6 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 : 2.26 vs. WCMLX (0.23). WCMLX return over 5 years is better than : 22.98 vs. PBSRX (2.12).
| PBSRX | WCMLX | PBSRX / WCMLX | |
| Total Expense Ratio | 1.35 | 0.99 | 136% |
| Annual Report Gross Expense Ratio | 1.59 | 1.79 | 89% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | -1.698 | 0.700 | -243% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.9M | 43.7M | 75% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 2.26 | 0.23 | 974% |
| Returns for 3 years | 18.12 | 21.94 | 83% |
| Returns for 5 years | 2.12 | 22.98 | 9% |
| Returns for 10 years | N/A | N/A | - |
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