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PBSRX vs WCMLX
PBSRX vs WCMLX Comparison
Open Charts PBSRX vs WCMLX
Polen US Small Company Growth Investor
Price$16.50
Change+$0.25 (+1.54%)
VolumeN/A
Net Assets29.53M
WCM Small Cap Growth Institutional
Price$13.74
Change+$0.13 (+0.96%)
VolumeN/A
Net Assets44.82M
PBSRX vs WCMLX Comparison Chart in %
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PBSRX vs. WCMLX commentary
Sep 29, 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.
FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 44.8M vs. PBSRX (29.5M). 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 : 18.03 vs. WCMLX (4.09). WCMLX return over 5 years is better than : 24.23 vs. PBSRX (17.69).
| PBSRX | WCMLX | PBSRX / WCMLX | |
| Total Expense Ratio | 1.35 | 0.99 | 136% |
| Annual Report Gross Expense Ratio | 1.59 | 1.79 | 89% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | 12.092 | 6.843 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.5M | 44.8M | 66% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 18.03 | 4.09 | 441% |
| Returns for 3 years | 44.36 | 40.63 | 109% |
| Returns for 5 years | 17.69 | 24.23 | 73% |
| Returns for 10 years | N/A | N/A | - |
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